Modify an Import Agent source profile for a record - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

To modify an Import Agent source profile for a record, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. Click Capture.
  3. In the right pane, on the Source Profile tab, click Modify.
  4. Optional. In the Configure Source Profile dialog box, on the General tab, complete any of the following actions.
    • Modify the name and description.
    • Activate the profile by selecting the Is active check box.
    • Deactivate the profile by clearing the Is activecheck box.
  5. Optional. On the Profile tab, select an Import Mode, and then complete any of the following actions.
    Import Agent Mode Options
    File Name
    • Under File types, choose the file types you want to import by selecting All file types or Specific file type.
    • Under After capture, select Delete the files or Move files to the import complete directory.
    • To separate pages in a TIFF file, resulting in a thumbnail for each page in viewer, select the Split multi-page TIFF files into separate pages check box. Otherwise, the viewer displays the TIFF file as one document that you can scroll through.
    • If you selected Split multi-page TIFF files into separate pages, and you want each page to exist as a separate document, select Make each page a separate document.
    Index File
    • In the Index file extension box, enter the file extension of the index file that your business application generated. The default is INX.
    • In the Field delimiter box, enter the delimiter character used in the index file to separate data. The default is ^.
    • Under After capture, select Delete the files or Move files to the import complete directory.
    • To separate pages in a TIFF file, resulting in a thumbnail for each page in viewer, select the Split multi-page TIFF files into separate pages check box. Otherwise, the viewer displays the TIFF file as one document that you can scroll through.
    • If you selected Split multi-page TIFF files into separate pages, and you want each page to exist as a separate document, select Make each page a separate document.
  6. Optional. On the Mapping tab, under File type, select a file type and specify its page properties.