3.10. Process Files Outside the Worldox Document Repository

First, you will want to determine if these files have the potential to be migrated to the Worldox document repository. 

If the firm does not want to migrate these documents to the Worldox document repository, but would like to OCR them, you can enable Folder Processing (assuming that the firm has the appropriate licensing).  See: Configuration Guide - Folder.

If the firm will want to migrate these documents (or a subset of these documents to the Worldox document repository), Trumpet recommends that you create a "Legacy Cabinet" that points at the legacy area.  This ensures that the document record for these files is nicely maintained.  Here are some tips and tricks for setting up the Legacy Profile:

• Ensure that the Worldox user that Symphony OCR operates under has permissions to modify the documents
• Ensure that 8.3 Support is enabled
• Ensure that the files within the structure have 8.3 filenames
• As you're probably aware, it's typically recommended that the Legacy Profile group be "read only" to prevent users from modifying the documents within Worldox.  If the Legacy Profile is set to "Read Only" however, that will also prevent Symphony OCR from processing the documents.  Therefore, you can set the legacy profile group to Deny Open and Deny Copy, but leave the "Read Only" check box on the profile group "unchecked" when configuring the profile group:
  
  

Once the legacy cabinet has been created, it will be listed in the Worldox Configuration page of Symphony OCR so that you can enable processing. 

Tip:  Trumpet offers an 8.3 Filename Tool to assist you in ensuring the 8.3 filenames are in tact, contact support@trumpetinc.com for more information on the tool.