@Mark_Wonsil You are both correct and incorrect, simply depending on method. You can set up the ECM workstation client service to monitor a file drop location and initiate a workflow without an associated XML. The XML file gives the metadata so a workflow is unnecessary, but without a workflow you cannot get the attachment linked back to Epicor, so some combination of file drop monitoring, XML file, document name parsing, and workflow could be used to create a universal solution to some extent.
And it looks like the multi-company thing might be possible using something found in one of these, but not inside a BPM - but it could be done inside a UI Customization (SO ‘save’ event) or better yet - use the native API from inside a Function? IF that works, than it would work inside a BPM or just about anywhere.
Company Change Approaches on the Server - Experts’ Corner - Epicor User Help Forum (epiusers.help)
Change Company in Customization - ERP 10 - Epicor User Help Forum (epiusers.help) (@Doug.C you were in on this one)
Let’s Get Funcy - Epicor Functions - ERP 10 - Epicor User Help Forum (epiusers.help)