Collection Groups

Collection Groups are sets of Collection Points that can be used together when establishing tasks. DocuBreeze will collect files from each of the Points in a Collection Group if specified in the task.

Create a New Collection Group

  1. Select COLLECTION > GROUP from the Navigation Bar.
  2. To create a new Collection Group, click NEW.
  3. This brings you to the “Collection Groups” screen. This screen enables you to create a new Collection Group. A description of the fields follows.

  1. Name: The name of the Collection Group. For instance, “Scanned Files.”
  2. Description: A description of the Collection Group. For instance, “Items scanned from Konica Minolta Document Systems.”
  3. Available Collection Points: This list includes all existing Collection Points. To add a Collection Point to the Collection Group, simply click on the right-pointing arrow.

IMPORTANT: If you do not see a device that you would like to include in a group, click here, for instructions on creating collection points.

  1. Select a Collection Point from the Available Collection Points” box.

  1. Click the right-pointing arrow to add the Collection Point to the “Chosen Collection Points” box. Repeat as desired.
  2. Click SAVE to save the Collection Group with your chosen Collection Points.
  3. You may also add points to Collection Groups directly from the individual Collection Point forms. Click here for more information on Collection Points.

Edit or Delete a New Collection Group

  1. Select COLLECTION > GROUPS > EDIT/DELETE.
  2. You are brought to the “Search” screen. Enter criteria to find the Group. Click SEARCH.
  3. Select the collection group you would like to edit from the list displayed by clicking on its link.
  4. Edit: To Edit the collection group, change any information and resave. The only information that cannot be changed is the collection point name. Click SAVE to save your changes.
  5. Delete: To Delete the collection group, click DELETE. Any conflicts that may prevent you from deleting the collection group must be resolved before you can complete the delete.