Adding the DMS Allow Partial Profiling Property

Administrators using the NetDocuments Document Management System (DMS) can add the DMS Allow Partial Profiling property to routing rules that will allow NetDocuments users to do a  partial profiling of scanned documents. Every document has a profile that contains attributes (metadata) used to describe and identify the document; for example, Client, Matter or Author. The NetDocuments Administrator defines these attributes for effective document management and enhanced searching capability.

However, NetDocuments users may not have all of the required  information to profile a document during scanning. This is where the DMS Allow Partial Profiling property becomes instrumental in the delivery of documents. The AccuRoute Server reviews the routing rules with the DMS Allow Partial Profiling property enabled and delivers the documents even though there may be missing attributes.       

For current Administrators with routing rules

To add the DMS Allow Partial Profiling property to existing routing rules

1. Open the Server Administrator Console.

2. Expand the Server Administrator tree, if necessary.

3. Go to RuleSets and expand the node, if necessary.

4. Find and select the NetDocuments routing rule you want to use. The Rule Properties dialog box appears.

5. Select the Actions tab. The Actions > Route to Connector Workflow tree appears.

6. In Start Workflow, select the appropriate NetDocuments Deliver action. The Properties button becomes active.

7. Click the Properties button. The Action Properties dialog box appears.

8. Select the Job Properties tab. The Job Property and Value list appears.

9. Click the Add button. The Set Job Property dialog box appears.

10. Type DMS in the Property box. A system properties list appears with properties that begin with the letters, DMS or you can use the Ellipsis (....) button and do a search.

11. Select the DMSAllowPartialProfiling system property.

12. In the Value box, type 1.

13. Click OK on the Set Job Property dialog box.

14. Click OK on the Action Properties dialog box.

15. Click OK on the Rule Properties dialog box.

For new Administrators without routing rules

You must complete the following tasks after the AccuRoute Server and AccuRoute Desktop Client installation is done.

• Add and configure a DMS connector.

• Create routing rules for the DMS connector.

• Add the DMS Allow Partial Profiling property to DMS routing rules using the instructions listed above.