Use the Select action to execute a Select API call for a provided request containing a transaction XML and Content URI to retrieve a list of documents from Expere. The Select action retrieves documents based on a pre-defined list of autoselection rules.
Click the Select option on the main Tool Suite page to begin.
- If you know your account ID, enter the ID in the Select or type in an account ID field. To remove the ID, click Clear.
- To search for an account name or customer number, enter an account name or customer number in the Account name/Customer number field; click Search. The Account name/Customer number field will return an account list with all of the accounts that contain any portion of that search criteria. The accounts are assigned to you during your user account creation in the Enterprise Administration application.
- Click the Choose File button to the right of Select XML to browse and select the transaction .XML file.
- Clicking the Callback Required checkbox displays the Callback URL, username, and password fields: enter a URI in the Callback URL (Optional) field. Complete this field to receive notifications that documents have been posted to the document rendering engine as well as document status.
- Enter the Content Identifier URI value, which consists of the Alias and Content Package. Click the "?" icon to access the Content URI webhelp topic.
Note: The Alias is managed and maintained in the Document Generation Services management tool
- Click Submit to advance to the Select Results page. See Select Results for more information.