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This topic is a guide to using KnowledgeTree Hot Folders, and provides a check list of tasks that must be performed before you can use KnowledgeTree Hot Folders.
Perform the following tasks:
Note: You may want to:
| • | test the connection to KnowledgeTree |
| • | set up a proxy (if required) |
| • | change the location of the watchfolder, archivefolder, or failurefolder |
| • | select the document processing mode (advanced or basic) |
Note: You may want to:
| • | create a user account to be used exclusively for uploads through Hot Folders |
| • | create the metadata you want to use in the XML files. |
| 3. | Customize the XML files - Advanced Mode uploads only - to ensure that proper document metadata is added to KnowledgeTree. Ensure that the file names of uploaded documents match the XML file names, and the selected XML filename format. |
| 4. | Upload folders and/or documents |
| • | Documents may be scanned, faxed, copied, or dragged and dropped from a local folder into the watchfolder (view or change the location of the watchfolder in the Hot Folders Window). |
| • | KnowledgeTree Hot Folders monitors the watchfolder; then, when documents and folders are dropped (copied or dragged) into the watchfolder, Hot Folders waits for the accompanying XML file. The document is uploaded first, followed by the accompanying XML file. If you are copying a folder structure, the folder structure is replicated in the watchfolder (along with any documents in the folder, and their accompanying XML files). |
| • | Check the archivefolder to view successfully processed documents. |
| • | Log in to KnowledgeTree to verify that documents and their metadata are correctly stored. By default, documents and folders uploaded through KnowledgeTree Hot Folders are uploaded to the root folder in KnowledgeTree. To view the metadata you added for any document, open the document's Document Details screen in the Web interface. |
| • | Failed uploads are listed in the failurefolder. |
| • | When document upload fails, check that the filename format of the uploaded document and its accompanying XML are identical. |
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