Edit a Content Type’s Upload Options

If you want to use different automatic folder creation or file name settings for an individual content type than are used for the destination, you can configure the content type’s upload options.
  1. Go to the Capture Server Home page.
  2. On the Home page, click Connections.
  3. On the Connections page, click Destinations in the navigation panel on the left side of the page.
  4. Click the name of the destination with the content type that you want to edit.
  5. In the destination’s content type list, click the name of the content type that you want to edit.
  6. On the content type’s field list, click Upload Options at the top of the page.
  7. On the Folder Options page, if you want to place documents in specific folders when they are uploaded, configure automatic folder creation.
    • To add a specific word or phrase to the folder name, type the word or phrase in the box and then click elsewhere on the page, which will add the word or phrase to the folder name builder.

    • To add a metadata property to the folder name, select the property from the list, which will add the property to the folder name builder.

    • To add a forward slash (/) to separate two folders, click Add Folder.

    • To rearrange the folder name fragments, drag them into the order of your choosing in the folder name builder.

    • To delete a folder name fragment, click the X button to the right of it.

    • To undo your changes and revert to the destination’s folder options, click Revert to Destination Settings.

  8. When you have finished configuring automatic folder configuration, or if you chose not to use this feature, click Next Page.
  9. On the File Name Options page, if you want to your documents to be uploaded with file names that are based on specific phrases or metadata properties, configure a custom file name.
    • To add a specific word or phrase to the file name, type the word or phrase in the box and then click elsewhere on the page, which will add the word or phrase to the file name builder.

    • To add a metadata property to the file name, select the property from the list, which will add the property to the file name builder.

    • To rearrange the file name fragments, drag them into the order of your choosing in the file name builder.

    • To delete a file name fragment, click the X button to the right of it.

  10. Choose how you want to handle single page documents with existing file names.
    • If you want to always use the custom file name from the file name builder or a randomly assigned GUID if there is no custom file name, select Use Configured File Name.

    • If you want to always use the original file name for single page documents, the custom file name from the file name builder if the original file name is unavailable, or a randomly assigned GUID if there is no custom file name, select Use Original File Name.

  11. Choose how you want to handle file name conflicts when a file already exists with the same name as one of the documents.
    • If you want to cancel the upload and put the batch into the error state, select Error the Batch.

    • If you want to overwrite the file, select Overwrite File.

  12. When you have finished configuring the File Name Options, click Save.