#IMANAGE WORKSPACE MANAGER HOW TO#
Please refer to sections KFI Field Settings and Upload Settings for details on how to set this up. To run a job to WorkSite using the KFI and UPLOAD modules, confirm that the Other Destination is set to KFI and the respective KFI and UPLOAD Types are selected.
There is a sample WorkSite profile form job in the downloads section on the EzeScan web site. Click OK and the document will be saved into WorkSite.The operator can choose the location to save the document. In the Save As… window the operator can then apply the Description, Author, Class and other options to the document. Click the scan/import or job button to load the image into the EzeScan viewer.Please refer to section Output documents using profile form for how to set this up. To run a job to WorkSite with the profile form, confirm that the Other Destination is set to WorkSite.When all the mappings are complete, click Apply.In the example below the WorkSite Target Field Description is being populated by the KFI Source Field Name. In the Field Mappings Grid the operator can apply the Source Field settings to the Target Field settings.In the Upload type, set the Column names from option to the name of the KFI job Type.To pass through the KFI output data into the Upload module the operator is required to set the source field data to the target field data.
The add an additional field, click the icon a new mapping will display called Custom Field 1 click in here and rename the value to the respective additional property name.Īpplying KFI output data to target field data To do this set the SubClass source field to a static value and set to “INHERIT_FROM_FOLDER”.ĮzeScan supports populating additional WorkSite properties (these may be used for other integrating applications e.g. If a subclass has been pre-set on the folder that the document is being uploaded to, EzeScan can inherit the value. This will populate the SharedAs value in WorkSite. So for example GENUSERS||READ Or for multiple users GENUSERS||READ||POWERUSERS||READWRITE The syntax required (per group) is GROUPNAME||SECURITY_LEVEL This option can apply permissions on a Group/s on the uploaded image. So for example JBLOGGS||READ Or for multiple users JBLOGGS||READ||JDOE||READWRITE The security options available are ALL, READ, READWRITE and NONE The syntax required (per user) is USERNAME||SECURITY_LEVEL This option can apply permissions on a User/s on the uploaded image. If set to true the image will inherit the permissions from the parent folder that the image is being saved into. If set to true it will allow access to the document externally and display the message “Shared to External Users” on the properties page of the saved image into the WorkSite Client. This option is to set the default security on the uploaded image. a Specific matter number can only have one client.ĮzeScan assumes only 1 folder of that name will exist, otherwise if multiple folders exist with the same name EzeScan uses the first result returned (which may not be the one you wanted!) For this option to work correctly there would only be a single result for the search. With a WorkSite document number populated in this field, EzeScan will replace the latest version.Ī WorkSite Matter value is required to be supplied into this target mapping, EzeScan will perform a search and return the Client ID. With a WorkSite document number populated in this field, EzeScan will create a new version of this document. Use this field to set the operator field. Use this field to specify the folder path where the document will be saved into. Set to True to activate, False to not activate or leave the field source value set to ignore. Use this field to specify whether to Declare the document as a record. Use this field to specify the database where the document will be created in the WorkSite Server. Use this field to set the comments on the upload document. To do this set the Class source field to a static value and set to “INHERIT_FROM_FOLDER”. If a class has been pre-set on the folder that the document is being uploaded to, EzeScan can inherit the value.
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