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Importing files using Watch Folder - Simple Import Mode

 

Docsvault can be configured to watch folders on Docsvault server side for recently scanned or saved documents and queue them for automatic import into the Docsvault "Filing Area" or a predefined folder within the Docsvault repository. The watch folder utility is ideal for importing scanned files generated from network scanners or multifunction devices that are configured to scan documents to a specified shared folder on a network.

 

When new documents are created in or copied into these watch folders, Docsvault will automatically identify these documents and import them to its predefined destination.

 

To Set Up Watch Folders in Simple Import Mode

 

•Select Watch Folders node in Docsvault Server Manager. This will display a list of all watch folders configured on the server.

 

 

•To setup  a new Watch folder, click on New button. This will initiate a two step wizard.

 

Step 1: Basic Settings

 

Source Setup:

•Name: Enter a sensible name for this watch folder job. This name will be displayed on the Client side under the Server Watch Folder node in the Filing Area (if filing area is selected as the destination).

 

•Watched Folder: Specify location of the folder to be watched

 

•Docsvault watch folder service can also watch sub-folders for new file activity (sub-folders are enabled with the checkbox 'Include Subfolders')

 

Source Options:

•Set the time interval for the Docsvault watch folder service to check for new files and folders to import

 

•You have option to either preserve the original system date and time (created and modified) of files/folders being imported or use the actual date and time of import into Docsvault

 

•You can handle the files and folders by selecting one of the following options after they have been imported into Docsvault

•Keep source files at original location (Docsvault looks for new files based on their created/modified date)

•Move source files to backup folder at source (files are moved to a folder named 'Docsvault_Imported' at the source location)

•Delete source files
 

 
Destination Options

 

•Import to Filing Area: Select this option to import documents to the Filing Area and file it at a later time. Authorized users can access the imported documents in the filing area and transfer them manually to proper folder in Docsvault.

 

•Import directly to following location: Select this option to automatically import files directly into specified folder within the Docsvault repository.

 

•Click on the Next button to continue

 

 

 
 

Step 2: Mapping Watched Folder

 

Metadata:

This section allows specifying default index values for the files to be imported. Docsvault will automatically assign these predefined index values to the relevant profile. In case of 'Filing Area' as the destination, the filing user can change these values during the filing process if necessary.
 

•Click on the Add button to select the default set of indexes

•Enter the default values against the indexes

 

 

 

File Description:

You have an option to enter the default file description for documents being imported

 

Allowed Filers:

This section allows you to select the users and groups that will have rights to file the imported documents from the 'Filing Area' to a proper location in Docsvault repository from the client application. This option will be available only if Import to Filing Area is selected in Step 1.

 

Document Ownership

This option will be available only if Import directly to following location option is selected in Step 1. You will need to specify the ownership of the documents that are imported directly into one of the folder within the Docsvault repository. Admin will be the default owner of the documents imported from the watch folder.