Monitored Import Locations

Directory Type: Local or Network

The user can add one or more directory paths or UNC paths to monitor for each document type.

NOTE: It is recommended that UNC paths be used where possible. If more than one station in Standalone mode or if two different Capture Servers attempt to monitor the same directory only the first one coming up will be able to monitor that directory.

Directory Type: SharePoint (WebDAV)

Enter the Sever/Path

Enter the User Name and Password then select Add.

NOTE: Dragging files into a WebDAV folder will NOT make the files available to Auto Import. These files must be published.

Example: http://mysharepoint.domain.com/document library name

Directory Type: RightFax

Configuration for RightFax server monitoring.

Server Address 

Enter the address of the RightFax server and use the connect button test the connection.

Queue Path

The Queue Path is a storage location where images are moved out of RightFax before being processed by PSI:Capture.

Authentication

Select between Windows Authentication or manual entry of a user name and password.

Users / Folders

Allows you to select which RightFax users and folders to monitor for incoming faxes.

Faxes

Select between Incoming, Outgoing, or Both as well as which flag to set on processed files.

Notification

Add or Remove email addresses for one or more of the Available Notifications areas in which a user desires notification. This section is for the configurations of this Document Type at a granular or department level. The Configuration of the Mail Server MUST be completed in the Configuration Module\Capture Server Tab\Advanced Settings\Mail section before this feature will work as desired.

NOTE: notification for Exception processing can be configured in Document Type Configuration/General Information (Part 2) as it is not for Auto Import only but for any configuration type.

Batch Storage Options

Storage Location

The Storage Location specifies the directory that new Batches will be stored in when captured using this Document Type. It is recommended that a different Storage Location be used for each Document Type. Specify a Storage Location by selecting one from the drop down list or by selection “New”. NOTE: Storage Locations can also be defined in the “Storage” tab on the Main Configuration Dialog as covered in the Configured Storage Locations section of this manual.

New

A new Storage Location can be defined by pressing the ‘New’ button, which will open the Storage Location Definition dialog below. When the new Storage Location is saved, it will be added to the list of Storage Locations and will be automatically selected for the user.

Storage Location Information

A path name needs to be entered here for local/network directory. Only use local when running in “Stand Alone” mode. Storage locations maybe be either UNC path as shown above or mapped drive. NOTE: Selecting a drive by using the Browse button\Network\Computer\share will place the UNC path in the “Storage Directory” field. It is Strongly suggested that you use UNC paths when running in a “Capture Server”/”Network Station” environment.

Batch Naming Method

This function allows the selection of how a Batch is named when it is created.

Automatic

Automatic Batch naming will use the current date and time to generate a unique batch name automatically. The batch name can still be changed when Batches are created. The default automatic batch naming format is yyyyMMdd.hhmmss

Manual

Manual Batch naming requires the user to enter a Batch name when the Batch is being created.

Custom

Custom Batch naming allows user to define multiple batch name templates based on formatted dates and constant string values. When creating a new batch, the user will then be able to select the Batch name from the list created for the defined templates.

Setup

The example below incorporates a batch index field and will cause the batch name for this Document Type appear to the format Attorney_####_MM.dd.yyyy. The user could then key only the box number ie.1234 to create a batch name “Attorney_Box1234_03.22.2011”.

Batch Custom Naming Configuration

Batch Type

This section specifies whether Batches of this Document Type will be stored in the Local Batch Manager on the PC that creates the batch or the Shared Batch Manager on the Capture Server.

Local

Choosing Local will cause this Document Types Batches to appear on the Local Tab in the Batch Manager and Batch Select Screen.

Shared

Choosing Shared will cause this Document Types Batches will appear on the Shared Tab in the Batch Manager and Batch Select Screen. Additionally, the name of the Capture Server defined on the Capture Server Tab of the Configuration Module.

Batch Retention Options

Batch Retention

Options define what happens to the complete batch directory when batches are closed out of the program after the last workflow step is completed. NOTE: The Batch directory may contain all or most of the following: the batch database, recycle bin for the batch, blank pages detected at capture time, the batch images and any OCRed files contained in the batch. Keeping or Archiving the Batch allow the user to re-process the batch without rescanning.

When closing Batches 

Keep

Batch The Batch directory which will be kept and each batch will be marked as closed in Batch Manager.

Archive Batch

The Batch directory will be archived to the specified archival directory either immediately or after the user specified number of days. When archived, the Batch will also be removed from the Batch Manager but may still be imported back in at a later date by the user.

Delete Batch

The Batch directory will be deleted and the Batch removed from the Batch Manager either immediately or after the user specified number of days.

Archive Directory

Select the directory to move the complete contents of the Batch to upon it being closed from Batch Manager.

Image Storage Options

Black and White Image Storage Format

This is the format that images in black and white will be stored in while inside the product. NOTE: This is NOT necessarily the place to define the final output choice but may play a role in what is possible. The default is TIFF – CCITT4 (group 4 tiff). Other choices are TIFF – CCITT3,TIFF – LZW, or TIFF – No Compression.

Grayscale Image Storage Format

This is the format that images in grayscale will be stored in while inside the product. NOTE: This is NOT necessarily the place to define the final output choice but may play a role in what is possible. The default is TIFF – JPEG (JPEG v7). Other choices are TIFF – Pack Bits, TIFF – LZW, or TIFF – No Compression.

Color Image Storage Format

This is the format that images in Color will be stored in while inside the product. NOTE: This is NOT necessarily the place to define the final output choice but may play a role in what is possible. The default is TIFF – JPEG (JPEG v7). Other choices are TIFF – Pack Bits, TIFF – LZW, or TIFF – No Compression.

JPEG Quality

When selecting TIFF - JPEG Compression for Grayscale Image Storage/Color Image Storage, user can specify the JPEG Compression Quality ranging from 0 (lowest quality) to 100 (highest quality). The default is 75. Setting this setting higher will increase the size of the file.

When capturing images, convert Color images with no Color to Black and White

Check this option to reduce image file size, thus increasing speed.