2018.1

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 document 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 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.
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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, 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.
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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.
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