Capture Server Pro - Configure File Name and Folder Options

The options for configuring the file names and folders used at the time of uploading documents will be presented to you at the time of adding a destination, editing that destination at a later time or an individual content types configuration screen by selecting Upload Options.

Configure Folder Options

1. On the Folder Options page, if you want to place documents in specific folders when they are uploaded, configure automatic folder creation.
2. When you have finished configuring automatic folder configuration, or if you chose not to use this feature, click Next Page.

Configure File Name Options

1. On the File Name Options page, if you want your documents to be uploaded with file names that are based on specific phrases or metadata properties, configure a custom file name.
2. Choose how you want to handle single page documents with existing file names.
3. Choose how you want to handle file name conflicts when a file already exists with the same name as one of the documents.
4. When you have finished configuring the File Name Options, click Save.

If you are adding a destination, you will then want to Grant Users and Groups Content Type Permissions