Current Session: Send Documents

The Send Documents node under Current Session in the Options dialog box enables you to specify when scanned documents should be sent to the repository.

Tip: You can define these settings when creating a session if you are using the full or standard wizard (select the Delivery Schedule option on the Additional Session Settings screen).

Note: If you have configured your session to store unidentified documents in a repository, these documents will be stored according to the delivery schedule assigned to your session.

To configure when to send documents to the repository

Select one of the following options:

• Manually. Documents will stay in Quick Fields after processing. Select this option to review or edit documents before sending them to the repository (e.g., to add metadata, split up a document, rearrange the page order).
• Immediately. Documents will be automatically stored immediately after they are scanned and processed.
• When Scheduled. This option enables you to create a schedule for document storage. If you select this option, a Microsoft Windows Scheduled Task will be created on your machine. Select one or more days and enter a time. Click Configure to enter a Windows account for the task to run as (e.g., domain\username).

Tip: The Post-Processing stage in your session enables you to perform time-intensive tasks (e.g., full-page OCR) during the storage process, instead of the scanning and processing stages. In many cases, this feature should be used with the When Scheduled option, as it enables you to perform such tasks during non-peak/non-work hours.

Tip: By default, the task will run even if the user is not logged into the machine. To configure this or other options, open the Scheduled Task in Windows. You can access the task in Windows 10 by clicking Start, type Run in the search box and press ENTER. Enter "control schedtasks" and click OK. The Task Scheduler window will open. Quick Fields tasks will contain the name of your session and will be associated with a Quick Fields icon. Double-click a task to configure its settings.