Adding a SmartExtract Folder and Documents

The Library will allow you to upload multiple documents into a specific folder where you can then process for SmartExtract

Navigate to: Library => Shared Area

Create a new folder by right clicking the option and selecting 'Create new sub-folder'

 

For this example we have used the folder name 'SmartExtract'

Documents that are required for SmartExtract processing can be uploaded to this folder by clicking the [New] button.  

A new screen will display allowing you to create a new Library Document record and upload the attachment with additional details if required.

Once saved the record is saved in the selected folder

Sub folders can be added to the folder by right clicking and choosing the 'Create new sub folder' option.

Library Document records can be created in each Sub folder as detailed above.  Only one level of Sub folder should be created.

Library Document records can be loaded into the main and sub folders.