How to route documents to DocuShare Flex from local folder
To capture electronic documents from a local/network folder directly into DocuShare
Flex, do the following:
- Design a workflow process by selecting the Multi-Poll capture component.
- From the component tray, select the desired process components, then select the DocuShare Flex route component for storing the document into DocuShare Flex.
- Configure the DocuShare Flex component to assign document attributes, such as Title, Description, Keywords, or Expiration Date that uniquely identify the document, and to attach a routing template to the document.
- Run the process.
With the server running, the walk-up MFP user (with or without authentication) enters
a preconfigured function key on the control panel of the MFP device, and the document with
the set attributes is routed directly into DocuShare Flex and optionally associated with a
routing template.