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  1. Configure DirectConnect with the workstation owner's user account.  As noted above, DirectConnect 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.

  2. 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.

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Info
titleHelpful Tips for DirectConnect

DirectConnect couldn't be simpler to use, but there are some tips and tricks that can be leveraged to optimize the end user experience:

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Helpful Tips for DirectConnect
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title

  1. 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 DirectConnect.  You can extended that search to only include results where key index criteria is empty to narrow results even further.

  2. 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.

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