1.4

l Title: The title that appears both on the Capture OnTheGo Server, as well as on the
Capture OnTheGo mobile application. Defaults to the name of the template and the
currently active section.
l Author: The name of the author or company.
l Description: The title that appears both on the Capture OnTheGo Server, as well as
on the Capture OnTheGo application on the mobile device when looking at the
document's details.
4. Click Finish to send the document. It should automatically appear in the mobile
application, and remain accessible for 2 days from the moment it is sent.
Sending the template to the Workflow tool
Once you confirm that the template looks good on the mobile device, it’s time to send that
template to the Workflow module. Templates sent to the Workflow module can be used in any
process within it.
To send the template and data mapping configuration to the workflow tool:
1. Open the files you want to send (one data mapping configuration, one template)
2. In the File menu, click on Send to Workflow…
3. Choose the files you want to send:
l
Template: Select the template to send. By default the currently active template is
listed. Click Browse to select another template.
l
Data mapping configuration: Select the data mapping configuration to send. By
default the current configuration is listed. Click Browse to select another
configuration.
l
Job Creation Preset: Use the dropdown to select a Job Creation Preset to send.
Click Browse to select a preset that is not in the default save location.
l
Output Creation Preset: Use the dropdown to select an Output Creation Preset.
Click Browse to select a preset that is not in the default save location.
4. Choose the destination:
l
File...: Click to save the files as a package. This package can be loaded within the
Workflow tool, or directly opened in the Designer module to load all files at once.
l
Workflow machines: Send the files to a Workflow installation. This lists all the
detected Workflow installations detected on the network.
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