Advanced ERM Options

The dialog screen for Advanced ERM Options provides the settings for ERM folder locations and archive maintenance. It is accessible by opening Service Monitor and selecting doc-link ERM Service > Management > Service Configuration > Advanced tab.

  1. Click the Advanced tab to configure advanced ERM options.
  2. Enter the path for the Reject Folder. This folder will contain all files that ERM was unable to successfully process. Use the ellipses button to locate the folder.
  3. Enter the path for the Manual Indexing Folder. This folder will contain all files that have been designated for manual indexing rather than automatically indexed by extracting data from the file. The manual indexing option is specified when configuring the document type for ERM processing. Use the ellipses button to locate the folder.
  4. Enter the path for the Archive Folder. This folder will contain a copy of all files sent to ERM for processing. Use the ellipses button to locate the folder.
  5. In the Remove files after (days): box, enter the number of days files in the archive are to be retained. This only will remove files from the folder location for the spool files, not the processed documents in DocLink.

Configure the ERM Service

Add an Input Source

Edit an Input Source

Delete an Input Source