Skip to main content
Version: 2023 R2

General

The configuration of document scan support basic parameters.

drex_SystemSettings_HotFolder_Main_screen.png

1. ID&Priority​

Unique ID for current HotFolder. Select priority by which HotFolder will be proceeded and sorted (1 – highest prority, 10 – lowest priority). In case of processing files with FlexiCapture, priority will be used to set order of processing in OCR queue.

2. Name​

HotFolder name.

3. Description​

Description for current HotFolder configuration and its behavior.

4. Server​

If a value from this dropdown is selected, the current HotFolder will be processed only on a chosen server.

5. Active​

Choose whether HotFolder is active or disabled.

6. Source configuration​

Here you select three directories crucial to HotFolder's functionality:

Source directory – new files will be stored there.

Archive directory – files that have already been correctly processed go there.

Directory for files not processsed correctly – selected automatically according to source and archive directory choices. All incorrectly processed files will go there.

7. Files configuration​

It is possible to decide which files will be processed:

  • All supported files (JPEG, BMP, TIFF, PDF)
  • Only PDF files
  • Files that match template and are supported

Template for name of created attachment – defines the names for files processed by HotFolder and added as attachments to the workflow element.
Dynamic tags which may be used (can also be found under the 'i' icon):

  • Year %yyyy% or %yy%
  • Month %MM%
  • Day %dd%
  • Hours %HH%
  • Minutes %mm%
  • Seconds %ss%
  • File name %FileName%
  • File type %FileType%
  • File name without type extension %FileNameDisplay%
  • Barcode %BarCode%

? - replaces any single character

* - replaces any string of characters

| - works as ‘or’, matching the expression before or after the character, e.g. *.pdf | *.docx

8. Working mode​

Main mode – defines the role for this HotFolder. By default, it is to start workflows.

Search for barcodes – this option will cause the HotFolder to scan a document for barcodes while processing it. Enables advanced Barcode settings tab.

Missing or unmatched barcode – in the event of not finding a barcode, it is possible to start a new workflow, add to previous file, and move the file to the catalog with an error.

Found ID, missing workflow instance – in the event of not finding a workflow instance, it is possible to start a new workflow, add to previous file, and move the file to the catalog with an error.

No previous workflow instance to merge – in the event of not finding previous workflow instance to merge, it is possible to start a new workflow or move the file to the catalog with an error.