---
title: "Manage document record setup - External documents"
slug: "manage-document-record-setup-external-documents"
tags: ["Flow topic"]
updated: 2026-03-20T07:52:33Z
published: 2026-03-20T17:44:53Z
canonical: "docs.staedean.com/manage-document-record-setup-external-documents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage document record setup - External documents

You have several options to manage the document record setup for external file-based documents.

You can:

- Change the sequence of the records.
- View where a record is used.
- Validate the record setup.

## Flow diagram

[Embedded content](https://viewer.diagrams.net/?tags=%7B%7D&lightbox=1&highlight=0000ff&edit=_blank&layers=1&nav=1&title=Manage%20document%20record%20setup%20-%20External%20documents.drawio&dark=auto#R%3Cmxfile%3E%3Cdiagram%20name%3D%22Page-1%22%20id%3D%220%22%3E7VlRc6M2EP41nmkfyGBhE%2Ffx7CTXh%2Bs0M562l6cbGdagi0BUFrHpr%2B8KhEFA0nD2edK7sz0D%2B0m7SPt9klf2xFslh%2FeSZvFvIgQ%2BIW54mHg3E0KmM%2BLjRSNFhfziTysgkiw0nRpgzf4BA7oGzVkIO6ujEoIrltlgINIUAmVhVEqxt7ttBbefmtEIesA6oLyP%2FsVCFRuUuG7T8CuwKK4fvahbElr3NsAupqHYtyDvduKtpBCquksOK%2BA6e3ViKr%2B7Z1qPI5OQqtc4AIfkk9v3MoF2qqgnjX6YXzSW%2B5gpWGc00C17pBixWCUcrSnebhnnK8GFLP287XZLggDxnZLiEVotbvk6ttSpNI9%2Bojw3j14rKpVBQSo4tMZopvUeRAJKFtglbmV%2BZqa2b2jyDWSCkLmxC9uDGo1Ex8BNFvHGJPKFpA5Q0U9qJliqyifNl%2Fhxr8h8Qlb1ZTLHPqsSr2wbux7sOy3Brr%2Fpez0Ud9rByHBfOy5%2BkLiYZnomySHSK%2F1qkyXpVUQV7GlBbFVo4hguoQ90A%2Fxe7JhiItWuLAx1NpZcNyxp8BhJkaehrSB8tWK84yyyfKkBZMX8MgPJkDXQAWQskk2%2Bu2%2BgpcgVZylKsd4e3AZEC9JQz61INkKPPoIUJOX1EFtj57BVHcFzPQInpPLxp3Lk4KP2MX96GXoQ6vfPPX2fS9qzjrR9W9pTMl7bf%2BxA%2Fr75rNNE3HL%2BlesNbHWyiCshEDLUqoa%2Fc0gDjdG0BJTMA5VLqB6KyX2sp3sXUkWdhKa4USZ6eSAigp2%2BlHGdKqpTx3QwotOJZy020sqXWYwvL7xSYxAacY7b0TYueOB%2FwY42juBFn%2BBpZ%2FOauTbDx2%2BgEQyj2SL5RdL%2FZLDXA4pBgpPvMH0jmH1CZ6frapHofZ8k%2BhcmETdLJAma%2Bog9MVWUK1jl2ShKTSinHchphbHonV%2BS3pDCYjum6viyTfgV9JIOvZ5%2FFnqHiw7%2FTVVydU6bb7rbNLxUHbc4QyGndV1XxxD2DgX9JItcBtDiw%2B0nH8OsjSmkikUkUspvG3Rpy77p80GIzICfQanCnItoroRN28gdDYvrCFS3cu3zIYFTXOJ2Ek7O7vSE7A5I%2B%2B1nl1wyu%2BTbza63xBnI4qMu3%2FFYYswHU82Xxs3BsgpjPUPM%2FERijOu9PtK1SrRFZ%2FvvFuHVOIxXh97jMF7PuHcC4%2BQH4%2BMZfyclLVodzJF%2BtCDunulPXu6PN9UIhr2nnTMgpverym%2F2TW84B6Y%2Btu4fGiWi1WhPG0XLaP320IjzfDL2ziHj%2F9Zpt249s3L8E5Tj%2FV%2BU06jlodUyrJy3tGn5F9205t0jU%2FdH2UoAZ5Pe9QnSm79t6Q1ryP86NSiazT8XFRnNH0De7b8%3D%3C%2Fdiagram%3E%3C%2Fmxfile%3E)

## Related

- [Validate connectivity setup](/validate-connectivity-setup.md)
- [Set up external documents - File based](/set-up-external-documents-file-based.md)
- [Set up XML document](/set-up-xml-document.md)
- [Set up JSON document](/set-up-json-document.md)
- [Set up Text document](/set-up-text-document.md)
- [Set up Fixed text document](/set-up-fixed-text-document.md)
- [Set up Microsoft Word document](/set-up-microsoft-word-document.md)
- [Set up Microsoft Excel document](/set-up-microsoft-excel-document.md)