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How to capture files in Windows Explorer

After the AutoCapture Explorer client has been successfully activated and configured to communicate with an AutoCapture server, you can use the AutoCapture Send to shortcut menu to capture selected files in Windows Explorer.

  1. In Windows Explorer, right-click one or more selected files.
  2. On the shortcut menu, point to the AutoCapture Send to menu , then click an AutoCapture menu command to open an AutoCapture form.
  3. On the AutoCapture form, enter values for fields, making sure to populate required fields.

    Required fields on a form are marked by the asterisk (*).

    In Backend Browser field, the Items list is not complete. Use the Filter to find the proper folder. It uses prefix filtering.
  4. At the bottom of the form window, click the capture button.
  5. Click OK in any capture confirmation dialogs that appear.
  6. If prompted whether to delete selected files, click Yes to delete the files No to keep them.