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Running the Program
Begin by clicking on "Run Program"
A flashing Icon will appear in the System Tray showing the program is running. To Start, Stop and Exit the program Right click on the Icon.
Hint: to automatically have this program loaded when the compete boots place a shortcut to C:\Program Files\edocfile\PDF Filer II V\Monitor.exe in your Startup Folder.
When a file arrives in the Monitored Folder a Menu will appear on the users screen. The user can process the file now, or be reminded to process it later. If the user clicks on Exit, the program will shut down and the monitor function will be stopped. (the icon in the Systray will be gone).
Click on Process PDF Now to file the document.
The file will open and a menu will be displayed on top of it.
1 - Select the Client and Matter from the drop down list. If the list is long click on 2
2 - This allows the user to search for any part of a name
3 - New allows the user to add a new record
4 - Select the type of document from the drop down list if it is available if not click on 5
5 - This allows a user to add a document type. They will be prompted to save the document type or just use it once
6 - This stores the file
7 - This will delete the file in case there was a paper jam or mis-fead and the document is not to be filed
8 - Exits the program.
Once the options are selected click on "Store File"
A window will appear showing the action. Click on "OK" to bring up the next file to be processed.