User guide

Chapter 5, Creating Clients, Projects, Custodians, and Jobs
5-4 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
2. Enter a Client Name using alphanumeric characters. A maximum of 30
characters are permitted. If you enter any invalid characters in this field,
the Invalid Characters dialog appears showing the characters that are
not permitted. This name will be the database name.
3. Enter a Client Description.
4. Enter a Client Directory path or click the Browse button to open the
Directory Browser dialog. Select a directory. (Note: Alternate click a
directory to display the context menu. Choose Rename to rename the
directory.) This directory must be empty. If necessary, click
and create a new directory. We recommend using the UNC path vs
mapped drives.
5. Select a task table from the drop-down list. For more information about
Task Tables, see Chapter 2, Ipro eCapture Controller and the section
Assigning Task Tables to Workers on page 2-15 for information about
assigning Workers to Task Tables.
6. Click OK. Two directories are created and appear in the Client Manage-
ment Hierarchy: Export Jobs and Projects.
Creating a New Project
When creating a new Ipro eCapture project, the system will automatically dis-
play the Project Options (by default) so that you may select these options
before proceeding with data extract jobs, discovery jobs, or processing jobs for
the new project.
In addition, when creating data extract jobs, discovery jobs, or processing jobs
individually, the system will automatically display the options for the relevant
job.
The project options can be viewed and/or modified for each separate project
as well as for each individual job type.
The option to create a custodian at the same time a project is created is avail-
able when you create a new project.