8.5

the PlanetPress HTTP Server or a regular Web server.
l File Type: Select the appropriate document type. HTML for forms that users can fill out, and PDF
for documents users can read.
l 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 recommended image size is 512x512 px and 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.
l 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.
l 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.
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