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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.
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Cover Image: Enter the path to a cover image that is shown in the repository and library
list, as well as the document property. The maximum image size is 512x512 px and it is
required to be in JPG or PNG format. Use the Browse button to locate an image on the
local drive. The Cover Image is optional and, if omitted, displays a default image based on
the file type.
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Document Information group: 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.
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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.
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Author(s): Enter a name identifying the document’s creator(s).
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Description: Enter a description helping users identify the document.
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Metadata group: This group lets you determine which Capture OnTheGo users can see the doc-
ument and where they will see it.
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Recipients: Enter valid Capture OnTheGo user names separated by a semicolon as a
group entry, or individual user names as a single user entry 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 a group
here is defined by having 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.
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Categories: Enter at least one valid Capture OnTheGo document category in this box.
Capture OnTheGo documents are listed by categories (Reference, Delivery bills, Sat-
isfaction Polls, for instance) on Capture OnTheGo app. These categories are typically man-
aged 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 cat-
egory, make a selection in the list and then click the button marked with an X.
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Fail process if any of the categories does not exist: Check this box if you want the pro-
cess 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
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