You will be able to set one or more metadata fields to the same value and automatically lookup values for multiple documents at one time where configured. Select one or more documents to be filed under the same schema and click Edit Metadata. Removes the selected document(s) from the Inbox.Īllows you to enter the metadata for the selected documents. The following table describes the functions of the Inbox:Ĭreates an offline document in the inbox ready to prepare to add to the library. This feature is not available on the web or mobile web clients. You must be using the FDA to use the inbox. ![]() The columns can be sorted in ascending or descending order by clicking on the arrow button next to the header name. The Inbox can be sorted by document name, type, coming from, or going to by clicking on the column header name. ![]() The documents are then sent to their destination folders and are removed from the Inbox. Once all the required information is set, the status changes to " Ready to Send" and file can then be uploaded by clicking the Send or Send All (used when multiple files are ready to be sent to the Library). A status of " Info Required" indicates that the required metadata or a destination have not been set. The status column lets users know if more information is required before the file can be sent to the document management system. Users can quickly add all the files from a network folder, local computer, Watched Folders, Manage Imports, scanned documents, or external hardware such as a USB stick. The Inbox is specific to each user's Desktop Client on their workstation and on their Windows\Domain user account profile therefore other users cannot see what is in your Inbox unless you are sharing a workstation. Files located in the Inbox will only be ready to be sent to the Library once they have both required metadata (tags) values entered and a destination folder associated with each file. All documents in this list remain on the client machine until they are sent to the library. The Inbox acts as a staging area for documents that are queued for processing on the client machine prior to be sent to the Library. The Inbox is the first category visible in the library structure. This is because the Inbox is shared between all the users who can log in with a Windows user account. ![]() For example, if there is a dedicated scanning station with several people scanning documents to be added into FileHold, all users who can log into the Windows environment of that scanning station will be able to file all the scanned documents in the Inbox. Sharing your Inbox allows others to file the contents of your Inbox on your behalf. The Inbox is specific to each user's FileHold Desktop Application (FDA) on their workstation and user account profile unless you share your Inbox. The Inbox is a queue or list of files that have not yet been copied to the FileHold Server. The FileHold Desktop Application’s (FDA) Inbox is designed to streamline the importing of many documents into the library by removing the bottlenecks associated when adding and classifying files en masse.
0 Comments
Leave a Reply. |