Configure an Indexing Batch Folder

In order to access these documents from within the Smart Client you must create a path to the directory location where documents can be found:

1. From the Smart Client > Index Batch tab, click the ellipses button to open the Configure Indexing Batch Folder dialog. Listed in this dialog are currently configured indexing folders.
   1. To create a new folder click the Add button. To edit an existing folder, select it from the list and click the Edit button.
      • The Indexing Root Folder Properties dialog opens.
      • In this dialog enter the indexing batch path or click Browse... to locate the indexing root folder location.
      • This path can be either a local path or UNC path to a network share. We do not recommend using mapped drives. The root folder is usually a share called IMTEMP, where scanned documents are organized in subfolders called batches. It can also be a path to a network directory used to drop incoming faxes or documents generated from another application that will be manually processed into DocLink.
      • All users who will be indexing documents must be able to access the share, and have NT permissions to read, edit and delete items in the indexing root folders. Indexing root folders need to be configured on a per machine bases.
      • The paths are stored in the registry under HKEY_CURRENT_USER\Software\Altec\DocLink2\IndexingFolders.
      • It's important to backup the contents of your IMTEMP directory so that's why local paths, although configurable, are not recommended.
      • Check the Delete empty batch folders after indexing option if you want DocLink to automatically delete a batch after the last document has been processed. You will want to check this option for root folders containing batches of scanned images. By deleting empty batches you minimize clutter in your IMTEMP.
      • Check the Auto-staple Tiffs using DocLink Separator Pages if you index images in batches using a standarized/saved image as a separator page. When selecting the batch from the Indexing Batch tab, DocLink will automatically staple single-page tiffs if the separator page is between them. From the Smart Client main window, go to Index > Separator Pages > Save Separator Page to define this page.
      • Check the Convert PDFs to Tiffs during indexing if you want PDF images to convert automatically on save of that document. To keep PDFs in native format, keep this unchecked.
      • Click OK to save configuration from this dialog.
   2. To delete an existing folder, select a folder from the list and click Delete. The folder is removed from the list.
2. When you wish to return to the Index Batch window, click OK to save and exit.