How to Create Folder Collections

Training Updated by Training

This article will explain how to create a folder collection within the Desktop App, enabling you to automatically capture documents from a Windows Folder.

The steps below will guide you to define the settings you require.

  1. From the Windows System Tray, right-click on the Desktop App Icon.
  2. Select Folder Collection Settings.
  3. Select the ellipses button in the Collect From field.

The Collect From location can be configured to collect from either a local drive (C:) or a Shared Drive.

  1. Select the folder you want the Desktop App to collect documents from.
  2. Use the Send To Folder drop-down to choose the Capture and Filing folder you want the documents to be uploaded to.

The Send To Folder will display any Filing folders configured in your Capture and Filing screen.

  1. Select the file extensions you wish to collect in the File Types field.

The image below summarises the steps described above.

Please note: The Folder Collection functionality operates under a single Desktop App. It is dependent on the specific machine being switched on, signed in and with the Desktop App running to function correctly.

How did we do?

How to Manage Task Completion Settings

How to Delete Corrupt Documents

Contact