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======Routes====== | ======Routes====== | ||
+ | A route defines how a document is processed. For instance, you can move files from you Incoming Reports folder to a reports archive in another location automatically. You can specify how to transform the document as it is processed. The incoming reports may be scanned documents in a JPG image format, and as it is processed it is turned into a PDF, renamed, rotated 90 degrees to the right, and appended to a cover sheet with barcode information all in one swift, automated process. | ||
+ | To add a new route, click the **green plus** icon on the bottom right of the table. This will give you the following form:{{ :da5.png?direct |}} | ||
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+ | ======Schedule====== | ||
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+ | A schedule applies to a specific route and defines when the process occurs. | ||
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+ | - To add a new schedule, click the **green plus** icon on the bottom right of the table. This will show you a list of routes that have been created in the "Routes" section. | ||
+ | - Select which route you would like to apply a schedule to by clicking the green **select** button. {{:green_select.png?direct|}} | ||
+ | - In the schedule form, select a start date in the calendar or use the arrows to choose a different month. | ||
+ | - Choose the interval and the time of day the process should occur and click **Submit**. Your document is now setup to be processed.{{ :da6.png?direct |}} |