8.4

l Author(s): Enter a name identifying the document’s creator(s).
l Description: Enter a description helping users identify the document.
l Metadata group:This group lets you determine which Capture OnTheGo users can see the document
and where they will see it.
l
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.
l 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.
l 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
The Advanced tab is where you specify the document's time to live either in the repository or the user's
device.
l Document Handling Options group:
l Customize: 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.
l Auto-Download: This option determines whether the document is to be automatically
downloaded to the users’ devices (documents that are not automatically downloaded are first
listed on users’ devices – users must then tap the Download button, if they want to have the
document on their device). You may enter ‘Yes’, ‘No’, or a variable. The document will be