Filing Documents from Filing Area
The Filing Area will display the documents for filings from Server Watch Folders and Local Collect Folders. This new filing interface allows quick document profiling and placement of imported documents.
Each user will be able to set their individual Local Collect Folder from Filing Area. When any new documents that are copied or dragged into these Collect Folder, Docsvault will immediately list the documents in the Local Collect Folders for importing.
•The documents for filing from Watch Folders will be visible to only those users who have filing rights.
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View
Filing View lets you preview documents before you file them. Images and PDFs will be displayed in Docsvault Viewer window. You can zoom, scroll and use Rubber-band OCR to extract text and fill in fields, saving you time and effort during filing.
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Local Collect Folder |
•Highlight the files/folders for filing.
•Select Filing Mode: Manual, Auto
Manual: Select this mode to manually select the location in Docsvault to import documents to.
Auto: Select this option to automatically save documents based on their index values. For more information on auto-filing, see, Automatically Filing Documents.
•On choosing Manual Filing mode, select the folder in Docsvault from Import location section on the right panel. On selecting the folder, its associated sections will be listed in the drop down box. Select the Folder Section.
•Select Profile from the drop down list and enter index information into data fields. If Auto Filing Mode is selected, the system will automatically detect/create a destination folder based on index values. This will also automatically name the file, add description and notes based on rules set in the Filing template of the selected Profile.
•In Manual Filing mode, you do have option to rename the file name & enter description before filing in File Name text box.
•Apply to Selected items and sub folders, click on this option if you wish to apply the above details to all the selected files.
•Click on Import button to begin importing your documents.
•You can set Docsvault to automatically remove imported files from their originating hard drive folders after import by setting the "Delete source files after importing'" option from the Filing Area. 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. To learn how to configure a collect folder, see Filing Area. •Unwanted or accidentally inserted files can also be deleted from the Server Watch Folders and Local Collect Folders. |
