Email and Folder Watching Service

The Folder and email watching service acts as an OCR and delivery service for generic document files and scanned images where the scanner model is not supported any other way. You can also use this service to process documents from non-scanner sources: ShareScan can watch folders and email inboxes (via POP3 and IMAP) and process files/documents that have been:

  • Moved/copied in to the folder(s) before folder or email watching was activated
  • Dropped, by any external document source, into a folder or email inbox being already watched.

This monitoring - processing - delivering service is powered by associating specific watch locations and rules with already existing connector profiles, services and extenders.

If you are working in an AutoSynced, multi-manager environment it is essential that you turn AutoSync ON before you create your watchers.

Note Selecting the Do Not Re-Create PDF check box in the Watcher Wizard does not have any effect when the Watcher has PDF files as input. This is a valid behavior only if such an extender is assigned to the selected connector profile that performs image modification operations on the input document.

The extenders can be grouped according to whether they are always enabled or certain conditions must be met for them to be enabled:

Conditionally enabled extenders:

  • Smart Forms Extender (the same applies for Forms Processing Extender): image modification is considered enabled, when
  • The Modify Output Image check box is enabled at the Administration UI and
  • There is at least one image cleanup operation in the Image Modification Settings list
  • Image Control / Barcode Extender: image modification is considered enabled, when
  • Any of the Auto-orient, Remove borders, Straighten page, Convert to B&W, Despeckle, Smooth characters, Remove halftones, Remove lines, Hole Punch Removal, Thin or Thicken operations is enabled.

Always enabled extenders:

  • Highlight & Redact: Image modification is always enabled for this extender
  • Debooklet Extender: Image modification is always enabled for this extender

In any cases when image modification is enabled, PDF file properties (such as bookmarks) will be discarded.

Important You can only associate such connectors, services and extenders with the Email and folder watching service that have been configured to operate without end-user interaction (so-called Express connector profiles). To ensure that your connector profile is such:
  • Disable subfolder navigation (in the Edit dialog box, clear the check box Enable subfolder navigation).
  • Set the value of Authenticate User to None, or Logon as (and specify the credentials).
  • Ensure that your turn off the User Modify parameter (clear the check box) in the File name field editor window.
  • Ensure that your turn off the User Modify parameter (clear the check box) in the Index file field editor window.
  • Ensure that the Encryption connector setting has the User Modify parameter set to 'No' (clear the Yes check box).

In case your connector profile contains multiple destinations, all of these need to meet the above criteria.

The connector associated with the routing Watcher workflow needs to create output files matching the file type of the routed documents. If you want to route several different file formats, it is recommended that you set up one connector profile – rule pair for each format.

Check the relevant Help sections on how to prepare such a configuration for the supported connectors and services:

Connectors:

eDOCS

Exchange Mail

Fax via Exchange

Fax via SMTP

Open Text Content Server

OpenText Documentum

Quick Connect

Right Fax

Scan to File

Scan to Printer

SharePoint

SMTP via LDAP

Worksite

Services and Extenders:

Database Lookup Extender

Forms Processing Extender

Image Control

Bates/Endorsement

Note The Bates/Endorsement Service is turned on automatically when the bates format name matches the corresponding profile name. This works for scanner workflows as well from 5.4 SP1.