Capture Settings

How to Create customized storage location

You can use default Enadoc Storage Location or can create customized storage location.

Follow below mention steps to navigate to the page.

Choose the library first and hover the mouse on the settings icon. Select Library Settings. Next choose Enadoc Capture Settings. Select Storage Location next.

Select --Add New Storage Location-- from the ‘Select Storage location’ dropdown menu. Enter a proper name for the storage location.

Storage Location Type - Select a ‘Storage Location Type’. You can store documents in Local Storage or Azure cloud. If you select Local Storage/Network: Give a local document source location where you want to store documents. If you select Azure Cloud as the storage location: Enter Storage Account Name, Storage Account Key and Container Name of your Azure Cloud account.

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Edit and remove Document Storage Location - Select document storage location from the dropdown menu. Edit name and the source path save changes. Remove Storage location option is available.

You cannot change or remove source path after uploading documents.

How to create Folder Hierarchy

Follow below mention steps to navigate to the page.

Choose the library first and hover the mouse on the settings icon. Select Library Settings. Next choose Enadoc Capture Settings. Select Folder Hierarchy next.

Here you can create a proper folder hierarchy to store documents. When you upload documents, those will be stored in the document storage location according to the created folder hierarchy. You can view the existing folder hierarchy of the storage location by selecting from the dropdown.

When select a document storage location from the ‘Document Storage Location’ dropdown menu, you can view the current folder hierarchy in the ‘Virtual Folder hierarchy’ panel and current path also displayed in the bottom of the page. Click on folder in the virtual folder hierarchy, according to the clicking position, Add Above/ Add Below/ Edit/ Remove/ Move up/ Move Down options will be displayed.

Adding New Folders - If you want to add new folder to the folder hierarchy, you can select add above/add below. Then a popup panel will be displayed, and you can select appropriate name type for the folder.

Naming Options - There are two types of Document Naming Conventions. If you want to give a single value for the name, select ‘Default’ option. If you want to give multiple values for the name, select ‘Combination’ option.

Select an option from the ‘Folder Naming Options’.

• Date – select date options (year/month/date time) as required.

• Index Caption – Select an index value from the dropdown menu. Available indexes are displayed in the dropdown menu.

• Text Value – Enter a required text value

• Sequential No – Select ‘DEC’ or ‘HEX’ from the dropdown menu.

  • DEC – Sequential numbers will display in decimal values.

  • HEX – Sequential numbers will display in hexadecimal values.

Select two or more Folder Naming Options (Date, Index Caption, Text Value, Sequential No). Select the order of each selected option where should be appear in the folder name. Preview of the name is appeared in the ‘View As’ text field.

Editing the folder name - Click on ‘Edit’ option. Then the Folder Hierarchy popup panel will be displayed, and you can edit name as required. Remove Folder hierarchy option is available. Select ‘Move Up/Move Down’ to change the position of the folder.

How to Create Document Naming

Follow below mention steps to navigate to the page.

Choose the library first and hover the mouse on the settings icon. Select Library Settings. Next choose Enadoc Capture Settings. Select Document Naming next.

You can use this feature to save uploaded documents in different name. Select a location from the ‘Document Storage Location’ dropdown Menu. Select a Document Naming Option. (Use Default/Use Combination)

If you select ‘Default’ option, You should select one of the ‘Document Naming Criteria’.

• Use Original Name

• Use Date and Time

• Use Folder Order

Preview of the name is displayed in the ‘Document Name’ text field.

If you select ‘Use Combination’ option,

You can name documents using index values. Already created indexes will be displayed and you can select indexes one by one. Also, you can select ‘Use Date’ option from the dropdown. (Select Year/Month/Date as required)