Installation guide
Field Name Description
Behavior
Select the behavior you want to use:
l Navigate workarea:if selected, the user is able to browse the entire Worksite server, and can
choose any valid folder to store documents as a target.
l Specify: select a valid folder as final scanning destination. The navigation form on the client
side is skipped.
l Specify and browse: select a valid folder as a default scanning destination. Users can browse
for different folders,
l Autoselect:the connector navigates a target automatically using the data publishing values.
Three Data Publishing fields are used in this feature: ECOPY_CLIENT_ID (or ECOPY_CUSTOM1),
ECOPY_MATTER_NUMBER (or ECOPY_CUSTOM2) and WORKSITEFOLDER. The first two are used to
navigate to a workspace which relates to the client and matter. When a workspace is
identified, the navigation to the folder can happen in two ways: the connector tries to find a
folder with an administrator-defined name, or a folder with the name published via the
WORKSITEFOLDER data publishing key. If the ellipsis button of the Navigation tab is pressed
when this behavior is selected, the Search folder dialog is displayed, and the administrator
can specify folder name source. Using the displayed dialog window, checking the Create
folder option allows automatic folder creation with the provided name, if the workspace is
identified succesfully, but the folder does not exist yet.
Clicking the Browse button resets the content of the list control to the content before clicking
on the Search button if the list contains search results. Otherwise it resets to the content which
was in the list when the form was displayed.
Folder name
Displays the selected folder name. Use the ... button to browse the folder structure.
Provide a storage
confirmation screen
Enables or disables client-side displaying of the successfully stored document's Worksite
document ID.
Provide
autonavigation
property screen as
needed
Enabling allows the user to enter the Client ID and Matter number on a separate client form if
these values are not received through data publishing. The connector performs workspace
search based on the entered values and the document is stored at the found location. If
disabled, the standard navigation form appears
45.2.3 - Attributes settings