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Soft Expert Archive

The Soft Expert Archive node allows you to automate work in Soft Expert Archive, and integrate Soft Expert Archive with other applications. Robbot Automation has built-in support for Physical File Loan.

On this page, you'll find a list of operations the Soft Expert Archive node supports and links to more resources.

!!! note "Credentials" Refer to Soft Expert Archive credentials for guidance on setting up authentication.

!!! note "Examples and templates" For usage examples and templates to help you get started, take a look at Robbot Automation's Soft Expert Archive list.

Basic Operations​

  • New Physical File Loan
    • User Id
    • Loan Date
    • Document Id
    • Category Id
    • Devolution Date
    • Reason

Example Usage​

This workflow allows you to create a new task in Soft Expert Archive. You can also find the workflow on the website. This example usage workflow would use the following two nodes.

1. Start node​

The start node exists by default when you create a new workflow.

2. Soft Expert Archive node​

  1. First of all, you'll have to enter credentials for the Soft Expert Archive node. You can find out how to do that here.
  2. Select Your Operation From the Operation dropdown list.
  3. Enter the name of the task in the Name field.
  4. Click on Save to run the workflow.