Direct Connect runs behind the scenes and will automatically synchronize a folder on your computer or server with the Archives in your GlobalSearch system. Using any capture device, a "save as" command from any line of business application, or a drag and drop action, files saved are picked up at the specified Import Frequency and automatically saved to GlobalSearch. The use case for direct connect is very simple. Scan or save a document locally, and the file will automatically be uploaded to GlobalSearch.
For Server Setups
The most common use case for a server setup is one touch scanning from a multi-function device like a copier or network attached scanner. Once setup, Direct Connect acts as the bridge between the device and GlobalSearch without any user involvement or input.
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- Configure direct connect with the workstation owner's user account. As noted above, Direct Connect will synchronize any new Archives and create missing ones every time it polls for new files to import. If the GlobalSearch setup is not complete, now is the time to finish that task. Make sure that your GlobalSearch Archives are setup before attempting to build out the capture process.
- Configure capture to a specific folder. Follow the steps outlined from the device manufacturer for creating a scan destination and configuring the scan settings appropriate for the job. The folders will exist on the computers hard drive, below the Starting Folder. Users can browse to the location in Windows Explorer and save or drag and drop files to the location.
Helpful Hints
Direct Connect couldn't be simpler to use, but there are some tips and tricks that can be leveraged to optimize the end user experience:
- Setup searches to identify documents waiting indexing in GlobalSearch. If the Archive has an Entered By System Field, it will automatically be populated with the name "DirectConnect Import". Setup a search with a Static Search Prompt to automatically identify documents saved by direct connect. You can extended that search to only include results where key index criteria is empty to narrow results even further.
- In GlobalSearch, setup email notifications on an Archive to alert others there is work to perform. If you are licensed for GlobalAction, notifications and alerts can be very dynamic and include escalation rules to ensure all documents are processed in a timely manner.