5.4. 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.

Enter your desired path (for example, to process all Shared Folders, add path "/Shared Folders", or to process a subfolder in your personal folders, add "/Personal Folder/My Sub Folder"), then click Add.  This will add the folder, enabled for processing, with default processing priority.

Each path should begin with one of the following:

• /Personal Folders
• /Shared Folders

To disable a folder, uncheck it, then click Save.

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, then click Save.  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.