How to Create Folder Collections

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How to Create Folder Collections

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 the Desktop App Icon.
  2. Select Folder Collection Settings.
  3. In the Collect From field, use the ellipsis to select the Windows folder you want the App to collect documents from.
  4. In the Send to Folder field, select the Capture and Filing folder you want the documents to be uploaded to.
  5. In the File Types field, select the file extensions you wish to collect.

The image below summarises the steps described above.

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

The Send to Folder is a dropdown field and will display any Filing folders configured in your Capture and Filing screen.

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.

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