How to Route Documents into FileNet from Desktop

Follow steps in this procedure to allow users to send documents from desktop directly into FileNet

Note: You also might want to add an OCR process component to the workflow in order to recognize image documents and index them on the FileNet server making it possible to search through routed documents. If so, perform the additional steps.
  1. Use the AutoCapture component as a capture source and FileNet as a route component in your workflow process.
  2. In AutoCapture configuration create a form that allows users to enter necessary document attributes.
  3. Set up the FileNet route component to use corresponding RRTs for filling document properties.
    You can require users to select document class before submitting documents to AutoCapture server, so that a file deposited to the FileNet library will have correspondent document class.
  4. Run the process.