Scenario:
I would like to create a Document Processing configuration that imports the documents from a network folder to a document tray but does NOT store them. It won't let me set one up without selecting a store dialog.
I would like to create a Document Processing configuration that imports the documents from a network folder to a document tray but does NOT store them. It won't let me set one up without selecting a store dialog.
Answer:
By product design, a store dialog would have to be configured with any Document Processing configuration; however, if you are importing to a document tray, the store dialog used in the configurations does not have to be the dialog used when storing the document. Having a document tray as the target storage location will prevent the document from being automatically stored in a file cabinet, thus preventing the use of the configured dialog.
By product design, a store dialog would have to be configured with any Document Processing configuration; however, if you are importing to a document tray, the store dialog used in the configurations does not have to be the dialog used when storing the document. Having a document tray as the target storage location will prevent the document from being automatically stored in a file cabinet, thus preventing the use of the configured dialog.
(Note: Please ensure that the target Document tray is associated with the corrected File Cabinet, which has the desired store dialog use wish to use when storing the document automatically.)
KBA is applicable to both Cloud and On-premise Organizations.