How to add documents via global capture folders (Send To)

How to add documents via global capture folders (Send To)


How to add documents via global capture folders (send to)?

Capture folders is a quick and easy way of adding documents to GLOBODOX, while simultaneously categorising or indexing them.

There are two types of capture folders in GLOBODOX.

  1. Local capture folder
  2. Global capture folder

‘Global capture folders’ lets you add documents not just from your local machine, but also from your client’s machine as well as from the internet. And your clients can choose which ‘Global capture folders’ are permitted to appear on their machine.

GLOBODOX features which use capture folders include GLOBODOX printer, GLOBODOX send to & GLOBODOX drive.

To create a new global capture folder, click on ‘Tools’, click on the ‘Capture folders’ drop down and click on ‘Manage global capture folders’. Once inside the ‘Global capture folder manager’ click on ‘Add’. Then give your folder a name, select the DB you want your documents to be added to, and select a destination profile (a destination profile lets you select the document type, stack type & folder for your documents) for your documents. Then choose whether you would like the files to be deleted from the monitored folder or be added to a ‘AddedFiles’ subfolder, and click on ‘OK’.

Your global capture folder will be created. To add documents to this folder, select the documents you want to add from your drive, right click and select ‘Send to’ GLOBODOX. Select the folder you want your documents to be added to and click on ‘Send’. Your documents will be added to GLOBODOX.


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