Watch Folder

Last modified 12:32, 12 Dec 2014

Overview

The "watch" folder enables users to save files to Document Management from any application, it is added alongside the workstation installation of the plugin for Microsoft Office.

Activating the Watch Folder

The Watch Folder can be added via the setup of the plugin for Microsoft Office. You will need to restart your PC after the setup to activate the Watch Folder. This button_FolderMonitor_60pc.png icon in the system tray confirms activation.

Configuring the Watch Folder

Before using the watch folder you should configure it to work with your setup. To do this right click on the button_FolderMonitor_60pc.png icon in the system tray. This will open the configuration menu.

menu_WatchFolderConfig_80pc.png

First change the monitoring folder. This folder is where you will save files to when you want them to be added into Document Management. Click on the option Change monitoring folder and a browse window will open. Locate the folder that you want to use and then click OK.

All files that you save to the folder will remain in the folder after a copy is uploaded to Document Management. If you want files to be cleared from the folder following upload you need to select Delete monitoring folder content to tick the option.

menu_WatchFolderConfigDeleteTicked_80pc.png

You can also set the time interval for files to be deleted from the folder. To do this click on Change time interval, enter the number of minutes that you want as the interval at which the folder is emptied, then click OK.

Using the Watch Folder

The watch folder allows you to save files into Document Management from other applications. To do this:

  1. Select the Save As option within the application that you are using.
  2. Browse to the folder that you have set as your monitoring folder.
  3. Click Save.
  4. The CCH Document Management - Send to window opens. Fill in the fields as you would on the Add Document window and then click OK to upload the file.

Note: The Watch Folder is intended for use for saving individual files from within applications to the Document Management system. If you want to upload multiple files directly from Windows Explorer you should use the right click option Send to and select CCH Document.

Related

What's New 2015.1
This page highlights the changes to Central for this release.
What's New 2014.3
This page highlights the changes to Document Management for this release.
Add Multiple Documents by Folder
The Select Contents from Folder check box on the Add Documents window allows you to add multiple documents contained within a folder on your workstation or server. If you want to add individual documents then see Add Documents for a contact or client.
What's New 2015.1
This page highlights the changes to Document Management for this release.
Create PDF Collection
This option allows you to collect a selection of documents together into a single PDF file. For example, you would use it to take a collection of documents relating to a client offline for reference.
Create Document
This section holds hints and tips relating to the Create Document process.
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