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Setting up Retrieval
To begin click on "Setup Retrieval".
The Setup Retrieval Window will open.
The user can create new Retrieval Jobs, Edit Retrieval Jobs and Delete Retrieval Jobs from this menu, in this can "New" will be selected to create a new Job.
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Enter a Name for the Job, select what type of file folder structure and browse to the root folder where documents are saved. If using "Folder and File Name" it is important that the value used for the folder name is the first part of the file name and that only one other section is used for the file name. The file name must use a dash to separate the folder and file name. As shown below.
When finished click on Continue. the Setup Retrieval Window will open and another Job and be entered if desired. When finished click on "Exit"