Staff Document Importer by Path

The Staff Document Importer (System >> Tasks >> Task Tab) task periodically scans paths for documents to import into Staff Document Management.

By default; the task executes every 5 minutes.

Click on the Task highlighted above and add the path

Type in the path on the server to the folder, and select the ID type that will be utilized in the filename to identify the employee the document should be stored. 

Paths

• Multiple paths can be specified.
• The path specified must be a path on the server.
• The path must initially be an empty directory.
• The path can then be shared out to the network where users can drop files on it for importing.

ID Types:

The following ID types can be utilized for the filename

• ObjectID
• StaffID
• SMID
• SSN (Numeric, no “-“)

Sub directories for each Document Type

Every time the Transcribe Document Path Importer task runs; it will automatically create looks for directories for each document type that exists in each path.

For example; the File Paths screen here is configured to point at the c:\import directory on a Windows server.  If the server had 2 document types OBS and PAYSTUBS it will look for files in the c:\import\OBS and c:\import\PAYSTUBS directories (if the sub directories exist).

There are a 4 different ways the file can be named: (The actual ID used is determined by the Id Type drop down)