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File Type: Select the appropriate document type. HTML for forms that users can fill out, and PDF
for documents users can read.
Document Information
In this group, you enter information that will help users identify the document. It is mandatory
to enter valid information in all the boxes included in this group.
Title: Enter the document name that Capture OnTheGo users will see on their device. Choose a
name that will let users clearly identify the document.
Author(s): Enter a name identifying the document’s creator(s).
Description: Enter a description helping users identify the document.
Metadata
This group lets you determine which Capture OnTheGo users can see the document and where
they will see it.
Recipients: Enter valid Capture OnTheGo user group names or individual user names in this box.
These names determine which users can have access to the document. Click the button marked
with a plus sign to add groups of users or individual users to this list box. The list must include at
least one entry (otherwise, no one will be able to see the document). Note that you may enter
multiple names on a single line, granted that you use a semi-colon to separate each one. Also
note that there cannot be any spaces before or after each group or user name and that the
names are case insensitive. Click any given line to edit the information appearing on this line. To
remove a group of users or a single user, make a selection in the list and then click the button
marked with an X.
Categories: Enter at least one valid Capture OnTheGo document category in this box. Capture
OnTheGo documents are listed by categories (Reference, Delivery bills, Satisfaction Polls, for
instance) on Capture OnTheGo app. These categories are typically managed via the Capture
OnTheGo Repository Management page. Note that there cannot be any spaces before or after
each category name and that the names are case insensitive. Click the button marked with a
plus sign to add a category to this list box. To remove a category, make a selection in the list and
then click the button marked with an X.
Fail process if any of the categories does not exist: Check this box if you want the process to fail
if any of the categories listed above does not exist on the Capture OnTheGo Server. If this option
is not selected, and if some of the listed categories are not present on the Capture OnTheGo
Server, the process will go through and the listed categories will be added to the Server.
Advanced Tab
Document Handling Options
You can use this group to add extra document related options.
Specify: You must check this box if you want the options included in this group to be used.
When this option is not checked, the other boxes included in this group are faded.