9.1. Quick Start Configuration Guide - Folders

For a video showing these steps, visit:  Symphony OCR - Configure for Windows Folder Tree

Determine what folders to process

• Copy and paste the folder path that you wish to process*
• Click the "Add" button
• Repeat for all folder paths
• Select "Save Changes"

For more detailed information and advanced settings for configuring Symphony OCR, visit Configuration Guide - Folders

*Symphony OCR will process the entire directory tree of the path you provide (e.g. X:\Clients will process all documents in the subfolders beneath X:\Clients, like X:\Clients\Anderson, Matthew and X:\Clients\Anderson, Matthew\Agreements)

What Now?

Symphony OCR should be off and running now! The Finder is looking through your repository and sending documents to the Analyzer to determine what needs to be processed. The Analyzer sends any documents eligible for OCR to the Processor which applies an invisible layer of text to the document.

By default, Symphony OCR queries the Folder document repository for newly saved and modified files every 120 minutes.  Generally speaking, newly saved files will be OCRed within about 120 minutes.  Depending on the volume of image-only documents already filed to Worldox, it may take a while for Symphony OCR to process the backlog (legacy files).  Symphony OCR gives precedence to newer files, so documents that are scanned today will be processed before the backlog.  

Refer to the section, Configuration Guide - Folder - Finder, for further information on finder settings that determine when Symphony OCR locates files for processing.

Refer to the section, Configuration Guide - Folder - Processor, for further information on configuration settings that determine which files are processed.