Separator Destinations |
This topic will help you add a destination. Think of a destination as a way of telling Enterprise Organizer Pro where and how to save the file. A destination tells Enterprise Organizer Pro:
"Fixed" Location or "Relative" Location?A separator will always save the file. This can happen in one of two ways: the file can always go to exactly the same place (fixed location), or it can go to your current location in Enterprise Organizer Pro (relative location). Relative locations are designed for scanning in the Manage tab. For example, suppose that a doctor’s office always names patient intake forms the same way. They create one separator for each of the intake forms. When a patient hands in their forms, the office staff:
Enterprise Organizer Pro will break apart the stack at the separators and save each file into the patient’s drawer using the right filename. You can go a step further by sorting the files into subfolders. Just specify the names of any subfolders you want to use in the Subfolder field. Here are some examples: intake forms The first example would save a file like this: [patient drawer]intake formsform.pdf The second example would save a file like this: [patient drawer]formsintakeform.pdf File TypeSelect the format that you want to use for the file.
Include Dated SubfolderUse this option to organize the files by date. This will put the files in dated subfolders within the destination folder. Note that the dated subfolders are only created on days when files actually get saved to this destination. If no files are saved here on a given day, there won’t be a dated subfolder for that day. The dated subfolder can have a few different date formats. Select the format you prefer on the Date Format list. Use Naming OptionsSelect this option if you want to use dynamic file names. See Naming Option Basics for more information. NOTE: If you don’t use naming options, Enterprise Organizer Pro will use the original document name, if available, or a generic document name. What about Naming Conflicts?Enterprise Organizer Pro will never overwrite an existing file, even if there is a name conflict. When a name conflict happens, Enterprise Organizer Pro will counters to keep names unique. For example, suppose that the file "scan.pdf" already exists. Enterprise Organizer Pro needs to place a new file, also called "scan.pdf", in the same folder. Enterprise Organizer Pro will save the new file as "scan 01.pdf" to prevent a conflict. If another "scan.pdf" comes along later, Enterprise Organizer Pro will save it as "scan 02.pdf", and so on. You can customize the format of the increment value by setting up a naming option. |
Posted by: KB Admin02 - Mon, Oct 28, 2013 at 12:47 PM. This article has been viewed 1454 times. |
Online URL: https://kb.quikbox.com/article.php?id=153 |