General tab

Use this tab to define general settings concerning WORLDOX user information, profile group and the name of the output document.

Option	Description
Activate	Select this check box if you want to store captured document into the WORLDOX system. If this check box is not selected, the component won't perform any actions during file processing. This check box is present only in the eConnector component configuration window.
Pass-through	this check box is present only in process component configuration window. Select this check box if you want to pass the documents to the subsequent components in the process.
Worldox user	In this section you can set the parameters that allow you to start the component working process without starting the WORLDOX client. In the first field, select a user identification method. If you use Specify user code, you must enter WORLDOX user code in the second field. If you select System user, the component will try to connect to WORLDOX using your system login name. In this case the second field becomes disabled. If you use Specify user code and leave the second field empty, the component will be able to work only if the WORLDOX client has been already launched. You can define user code via RRT. In general case it is recommended to start the WORLDOX client before starting the process to avoid WORLDOX API failure.
Reconnect	Click this button to check the connection to the WORLDOX server. If the connection can be established, the component displays the following message: Worldox client software initialized successfully. If the WORLDOX client software was started previously, the current WORLDOX client credentials are used for initialization in the following situations: When you select Specify user code in the first field of the Worldox user section and leave the second field empty. When you enter some value that is neither Specify user code nor System user in the first field. If the WORLDOX client software is not running and you enter some value that is neither Specify user code nor System user in the first field of the Worldox user section and click the Reconnect button, the component will not be able to connect, and an error message will be displayed.
Profile group	This group allows you to determine profile group for the document. In the first field you can select one of two methods of determination: For output folder — The profile group is determined by its base folder entered in the Output folder field. Specify identifier — You can enter the profile group identifier in the second field and the third field will display profile group name. Alternatively, you can click the browse button to select one of the profile groups available for the currently logged WORLDOX user in the Select Profile Group dialog box. You can use RRT in this field.
Output folder	Specify the output folder. You can use RRTs in this field. You can also select one of the special values by clicking . The special values are: Base folder for the profile group, determined at run time. Network drive mapped to the base folder for the profile group, determined at run time. Network resource path of the drive mapped to the base folder for the profile group, determined at run time. Output folder corresponding to the document’s profile (field values), determined at run time. Currently available base folder for the specified profile group. Currently available network drive for the specified profile group. Currently available network resource path for the specified profile group.
Auto name	Select this check box if you want the component to automatically set the names for new documents. The auto name represents an automatically generated document ID number. The document ID format is configured in WORLDOX system settings.
Rename file	By selecting this check box, the user can specify file name for the output document using Renaming schema field. This field can contain RRTs.
Replace existing file	Selecting this option makes the component overwrite the existing file with the same name in the output directory.
Add as new version	Selecting this check box causes the output file to be written and saved as a new version of the existing file. The existing file will be preserved as the older WORLDOX's version of the file. WORLDOX allows you to create up to 15 file. If this option and the Replace existing file option are turned off, the document will be rejected in the case if a file with the same name already exists in the output folder.