8.7

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
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