Collection
Points > File Server
Create a New File Server Collection Point
- Click on COLLECTION >
POINTS in
the Navigation Bar. This brings you to the “Collection Points”
screen.
- Select File Server, and click NEW.
- This brings you to the “File Server Collection Points” screen.
Enter information about your File Server Collection Points.
Name: Name for the Collection Point, which can be the same as the name
of the server. For example, "NTServer." Required.
Description: A description of the Collection Point. For example,
“Windows NT Main Server”
File Server: Choose the File Server that you want to establish as a
Collection Point from the drop down. Required.
File Path: Enter the file path that you want DocuBreeze to use to collect
files. Example, “Test Folder” Required.
Enable Filtering: Select specific files or file types for filtering.
For example, *.jpg will collect only files with a .jpg extension.
Add to Group(s): You can add this point to an existing group at this
point without having to access Collection Groups.
Scan for Bar Code: Check this box to tell DocuBreeze to look for bar
coded files when using this collection point.
A sample completed “File Server Collection Point” screen follows.
Click SAVE to establish the collection
point.
For information about creating Collection Groups, click here.
For Information about using Collection Points and Groups, click here.
Edit or Delete a File Server Collection Point
- Select COLLECTION >
POINTS > FILE SERVER
> EDIT/DELETE.
- You are brought to the “Search” screen. Enter criteria for the
FILE Server to be defined and click SEARCH.
- Select the collection point you would like to edit from the list displayed
by clicking on its link.
- Edit: To Edit the collection point, change any information and resave.
The only information that cannot be changed is the collection point name.
Click SAVE.
- Delete: To Delete the collection point, click DELETE.
Conflicts that may prevent you from deleting the collection point are identified
and must be resolved before you can delete the collection point.