6. Sharefile

Connect to Sharefile

• Select the "Log In" link
• You will be re-directed to ShareFile.  Enter the username and password you want to run Symphony OCR and select "Login"

Basic Settings

ShareFile Account - Displays the user that Symphony OCR connects to ShareFile as

Folders to Monitor

This is the list of Folders the user specified has access to. If a folder does not appear in the list, this user does not have access to those folders.

• Select the checkbox in the header area to automatically select and process all documents in all folders or if you wish to only process certain folders, you can simply select the applicable ones. 
• Select "Save Changes" at the bottom of the screen.  If you wish to process certain folders at a higher priority than others, you can do so by selecting the appropriate drop down in the list.  For more information see:  Processing Priorities

View detailed progress - Selecting this link will take you to the Progress Details page.  This will provide you with a list of Cabinets, the number of documents and pages that have been processed / not processed per cabinet.

Advanced Settings

Search frequency - By default, Symphony OCR will perform a search for new documents every 60 minutes.  The value on the may be adjusted if you require searching for documents less frequently.