How to configure OptimiDoc destination

The OptimiDoc destination stores documents in OptimiDoc Cloud Storage. Documents can be retrieved using the following methods:

  • the My Documents widget in OptimiDoc Workplace

  • OptimiDoc Cloud Client

  • OptimiDoc Document Downloader

  • direct access to OptimiDoc Cloud via the REST API

Each option supports different use‑case scenarios.

How to configure the OptimiDoc destination

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  1. Select the OptimiDoc destination type.

  2. Fill required settings:

  • Enter parameter configuration:

    • Access password – Access to a document can be restricted by a password. Without the correct password, the document cannot be retrieved.

    • Enable metadata export – activate this option to save a metadata file alongside the document.
      Configuration of metadata files is described here: Metadata export .

Instructions on how to retrieve documents are provided in the End‑User Guide. For REST API integration requests, please contact our team at support@optimidoc.com.