To access the settings of a folder, hover over the folder and click on icon with the three horizontal dots, then select Folder Settings from the dropdown menu.
Alternatively, in Files on the left panel, click on the folder you want to configure. To access the folder settings, click Folder Settings in the top right corner of the screen.
These settings can only be accessed from the workflow folder (the one with an icon representing the document type). Subfolders inherit the same configurations from the main folder.
- To configure the labels (fields) for data extraction/capturing of the files in this folder navigate to Labels for data capturing.
- To configure import options for this workflow folder see Default import template for a workflow folder.
- To set up the workflow logic for all files placed in this folder access Processing logic and workflow steps.
- To configure export options for this workflow folder see Default export template for a workflow folder.