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Filing Documents

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Using Docsvault Folder Monitoring tool, you can designate Collect folders on the local machine for automatic import into Docsvault. The Docsvault Folder Monitoring tool runs as a service and monitor on any shared location and can watch multiple file system folders at the same time. Any new documents placed into these collect folders are automatically imported into designated Docsvault Filing Area for quick import of documents. This new filing interface allows quick document profiling and placement of imported documents.

 

Examples of Usage Scenarios

Filing system that are automatically populated with documents by automated jobs or programs
Incoming Scanned documents
Incoming Fax documents

 

Importing  document from Filing Area

 

The Filing Area is used to add documents to Docsvault folders. It is located on the Left panel of the Docsvault Window. The Filing Area is a window to Collect folders on the local machines.

 

You can set the path of Collect Folder in the Tools > Options > Import menu. This Collect Folder will show up under the Filing Area for quick import of documents. Documents may be scanned, faxed, copied, or dragged and dropped into the Collect Folders. When documents and folders are copied or dragged into the Collect Folder, Docsvault will immediately list the documents in the local Collect Folders as shown below:

 

O

Collect Folder

 

The import location in Docsvault  can be selected under 'Import location' section on the right panel. The user has the option to change the file name and enter the details such as description, folder section and profile while importing the documents. In-order to apply the same information to selected items at one go, click on 'Apply to Selected items and subfolders'.

 

Docsvault can automatically remove imported files from their originating hard drive folders after import by setting the "Delete source files after importing'" option in the Tools > Options> Import menu. If this option is not set then the duplicate document remaining on the hard drive is moved to the backup folder created by Docsvault on the same location.

 

 

 


 

 


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