Setup

Setup

Begin by clicking on "Setup"

1 - Enter a path to where the job settings are to be stored. The settings are the "Document Types" and the rule as what to do when there is an existing PDF. This should be a shared folder so each user has the same updated list and applies the same rules.

2 - Enter the path to the folder which is to be monitored. This will be the output path of the copier.

3 - Enter a folder for storage. This will be the root folder and subfolders will automatically be created for each client.

4 - If using Autofile PDF enter the Acrobat Version. Each version of Acrobat is different and minor releases can be different as well which may require a custom string to activate the program. If Autofile is not finding an open version of Acrobat enter a custom string.

5 - If Autofile is not finding an open version of Acrobat enter a portion of it's title here. Such as "Adobe Reader" or "Acrobat Professional"

6 - Enter a Name for the first index value this will become the folder name and will appear on the Menus

7 - Enter a list of Document Types, as many as desired can be entered and the list can have additions made from the filing portion of the program so that setup does not have to be run again.

8 - Enter a rule as to the action to take if an existing file exists with the same name. The rules are Append New First, Append New Last, and replace file.