ExplorerConnect Help (Directory Monitoring)

<h5> ExplorerConnect - monitoring of Windows directories </h5> <p> The automatic folder monitoring allows you to automatically add documents in the background and from any device (such as your multifunction scanner). <br> Monitoring a Windows folder in PaperOffice is very easy. <br> After you have selected "ExplorerConnect ..." in the monitoring overview, the Windows directory window opens automatically. Now select the folder that you want to monitor and confirm the selection by clicking on "Select folder". </p>

<div class="remark yellow"> <p> Before you save your details and add the folder you have just selected, it is important that you define the storage mask as the next step for this folder. </p> </div>

<p> <u> Storage mask: PaperOffice Intelligent Automatization (PIA) </u> </p> <p> The PIA module integrated in PaperOffice helps you with the automated processing of your files. As a next step, you can define the storage method for your folder: </p>

<p> - <b> Show storage dialog </b>: New documents are analyzed by PIA, automatically tagged and displayed for completion.</p>

<p><img src="https://api.paperoffice.ai/latest/knowledge/image/15/3a10ce69737ce5c84dc297aa9e167474505b80c220c57b7acc9a63f45a3b625d" data-filename="ecfm_01_en.jpg" xss="removed"><br></p><p>- <b> Only if unknown </b>: Like "Show store dialog", however the PIA store dialog is only displayed if the document could not be recognized. </p>

<p> - <b> Never show </b>: PIA is started in the background, automatically stores all documents in the background and is only displayed in the event of errors. Activate the option button if you want to use a specific storage mask for your folder monitoring and select the necessary storage mask from the list as the next step.</p>

<div class="remark yellow"> <p><img src="https://api.paperoffice.ai/latest/knowledge/image/15/509b9a403eb46662a0a10d4d6c45bf9753952f259b0b1d8c5df34ce16e869c37" data-filename="ecfm_02_en.jpg" xss="removed"><br></p><p>Please note: if you select PIA ("User server mode", "Only if unknown" and "Never show") for directory monitoring <b> MUST </b> PaperOffice be active (or switched on). </p> </div>

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<p> - <b> Disabled and optimized for bulk imports </b>: PIA is not used and new documents are saved directly in the target folder without analysis. Activate the radio button and, as the next step, select a specific folder for storage by clicking on the "Select from folder list" button. <br>

Now select the folder directly in the folder tree and click on it with the left mouse button. <br> PaperOffice does not have to be active (or switched on) for this type of directory monitoring. <br> This method is not recommended for fully checked data storage with a high degree of data precision.</p><p><img src="https://api.paperoffice.ai/latest/knowledge/image/15/19c87ad59cb0e8cc2aed3a5ddd7f231f0c9e6b7f3e53450ef59852352e288583" data-filename="ecfm_03_en.jpg" xss="removed"><br></p><h5> What should happen after the import </h5> <p> The next step is to define what should happen to the files from the watchable folder after the import. </p> <p> Activate the left radio button "Move files to this subfolder" if you do not want to permanently delete the files from the monitorable folder after the import. A subfolder is automatically created in the monitorable Windows directory with the name you want. <br> Simply enter the name in the field. </p>

<p> Activate the radio button on the right “Remove files from the watch folder” if you no longer need the files from the watchable folder and want to remove them after the import. </p>

<p> <u> Enter a name for the monitoring </u> </p> <p> Now enter the name for the folder monitoring. The designation is shown to you in the previous table when listing all of your existing intelligent monitoring systems.</p>

<p> <u> </u></p><p><img src="https://api.paperoffice.ai/latest/knowledge/image/15/abc895948ba824b38229d57947a215b9f4c92db2a02f18d6bfd7bcad4a51ca69" data-filename="ecfm_04_en.jpg" xss="removed"><u><br></u></p><p><u>Activate monitoring </u> </p> <p> Your directory monitoring is not active and cannot be used until you check the box under the heading "Monitoring activated". Set the check mark with the left mouse button. If you want to deactivate your monitoring later or set it to inactive, remove the checkmark.</p><p><img src="https://api.paperoffice.ai/latest/knowledge/image/15/ea5d4c48e57f441d1c8d952fc22a36c87a52d8613cf6deaaa9d17df3d3659400" data-filename="ecfm_05_en.jpg" xss="removed"><span xss="removed"><br></span></p><p><span xss="removed">This concludes your settings for folder monitoring. You still have to add this monitoring by clicking on "Add".</span><br></p>