File Folder Drop Point

Note:

If PaperSave Application Server is hosted on cloud then you will not be able to view File Folder type Drop Point.

 

Adding PaperSave File Folder Drop Point type:

 

To add a new Drop Point click on Add button. As you click on Add button, right panel of the screen will be enabled. Please refer to the screen displayed at the bottom of the page.

 

1. DropPoint Name: Enter the name of the drop point in the available textbox.

 

2. DropPoint Type: Select the Drop Point type as File Folder from the drop-down list.

 

3. Separator Type: You need to select Separator Type from the list. There are three Separator Types available in the list, viz. Barcode Separator, Image Separator and File Based Separator.

 

Barcode Separator: If Barcode Separator option is selected then you need to first print a Barcode coversheet, attach the coversheet at the beginning of the document to be inserted into the Workflow Drop Point, and scan it using PaperSave Scan.

 

Note:

All Drop Point documents that use Barcode Separators must be in TIFF format only.

 

Image Separator: If Image Separator option is selected then after adding a document using Workflow, a separate file will be created for each page of the document in the Workflow Drop Point.

 

Note:

You need to make sure that the value specified for Image Separator should be between 1-999 only.

 

File Based Separator: When File Based Separator option is selected then the Workflow Drop Point will process each document entry as a single entry in the Workflow Drop Point.

 

4. Output Setting: This option will be displayed for all the three separator types. Output Settings drop-down will allow you to select the output type of the tiff files whether it should be converted into PDF or Searchable PDF for the selected Drop Point.

 

5. Watch Folder: Role of Watch Folder is to keep an eye on the files that are manually added to the folder and then automatically process the items available in the folder using DropPoint Processing Service. Click Browse icon to select the physical folder that you wish to make as Watch Folder for the respective Drop Point.

 

Note:

You need to make sure that DropPoint Processing Service is active to process the items from Watch Folder without any interruption.
Please make sure that you select a different watch folder while creating a new Drop Point and not the one that is already assigned to a particular Drop Point.

 

6. Based on the selected Separator Type, you will be able to view different options in the available panel.

 

Modify Barcode Expression: This option will be displayed only if the Separator Type is set as Barcode Separator. Default Barcode Expression is available in the respective textbox. If you want to modify the Barcode Expression then you need to select the option and modify it as per your requirement.

 

Note:

You will be allowed to modify the Barcode Expression for the first time while adding a new drop point. Once you have saved the drop point and thereafter if you edit the drop point then system will not allow you to modify Barcode Expression.

 

Keep CoverPage: This option will be displayed only if the Separator Type is set as Barcode Separator. If Keep CoverPage checkbox is checked then CoverPage will be attached while the items are processed. If Keep CoverPage checkbox is not checked then CoverPage will not be attached while the items are processed.

 

Page to Separator On: This option will be displayed only if the Separator Type is set as ImagePageSeparator. If this option is selected then a new file in the Workflow drop points will be created after the number of pages that has been specified in the available textbox.

 

7. Enable Profile Field Template: If this option is selected then Profile Field Template set from here would be automatically filled in while the items are processed by DropPoint Processing Service. You can import/export Profile Field template values only if this option is selected.

 

After entering all the necessary inputs, click Save available in the ribbon to save the respective Drop point.

 

8. Description of shortcuts to perform few Drop Point operations using keyboard are available in the bottom of the screen. Click here to know more.

 

Note:

The fields that are marked with * denotes the mandatory fields that must be populated before you can select the Save button.

 

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