|
KnowledgeTree Hot Folders is installed as a Windows Service on a client machine. The Install Wizard adds three Hot Folders processing folders to the application folder on the local file system - the archivefolder, the failurefolder, and the watchfolder.
These folders act as the upload mechanism, and portal to KnowledgeTree.
Note: You may open these folders, and view or change their file location, in the KnowledgeTree Hot Folders Window.
 | | KnowledgeTree Hot Folders - Processing Folders |
| • | Each document and its accompanying XML (default, or customized XML), is added to the watchfolder. When uploading folder structures, the folder structure is replicated in the Hot Folders processing folders, and in KnowledgeTree. |
Note: Note that Basic mode uploads use the default XML that is built in to KnowledgeTree, while Advanced upload mode uses a customized XML for each document, with the document metadata pre-defined.
| • | The document file name, excluding the extension, must match the file name, excluding the extension, of the accompanying XML file. Upload fails when the file names do not match. |
|
| • | Successfully processed documents are moved to the archivefolder (along with their XML file) |
| • | Unsuccessfully processed documents are moved to the failurefolder (along with their XML file) |
|
 Before you begin ... choosing a document processing mode
KnowledgeTree Hot Folders provides two modes of document upload:
| • | Basic mode allows you to upload documents and folders through the watchfolder to KnowledgeTree, without any pre-defined metadata. Basic mode uses the default XML file for each document that is uploaded. |
| • | Advanced mode allows you to upload documents and folders with their pre-defined metadata added to an XML file that accompanies each document into the watchfolder. When Hot Folders processes these documents and adds them to KnowledgeTree, it automatically populates the document metadata, such as the document's type (e.g. Invoice, Contract, Proposal, and so on), and other information that it gathers from the fieldsets and fields associated with the document type, and specified in the XML. For example, you can also specify, in the XML, that the document is associated with a Workflow, and the document is automatically added to the Workflow. In this way, the Workflow process on this document starts automatically on document upload. |
You can select your document processing mode in the KnowledgeTree Hot Folders Settings Window.
|
See Also:
Using KnowledgeTree Hot Folders
Figure: A Hot Folders collage - Hot Folders XML, and the Hot Folders Settings windows
|
