You can capture any Office® document that has not been previously captured by selecting the button on the toolbar. The Check-In dialog will launch, allowing you to choose the appropriate destination and document properties for the document.
Note
To capture e-mails using Outlook®, select the menu item from the menu.
- Destination
This selection determines whether the document will be sent directly to a Catalog or to the Coding Queue for review.
- Catalog
The document will be routed to the selected Catalog. Any required document properties must be provided before you can . These document properties are indicated with bold text.
- Personal Coding Queue
The document will be routed to the Coding Queue, visible only to you.
- Shared Coding Queue
The document will be routed to the Coding Queue, visible to you and others with permission to add documents for the document type selected.
- Catalog and Document Type
Select an appropriate Catalog and Document Type for the document. These selections can be changed later in the Coding Queue when the Destination is set to Personal Coding Queue or Shared Coding Queue.
- Document Properties
Enter appropriate document properties for the document. Any required fields are indicated with bold text. All fields are optional when the Destination is set to Personal Coding Queue or Shared Coding Queue.
When all selections have been made, select the button to route the document to the Content Central server. You will be prompted to save the file locally if it has not been saved and you have not chosen to use a temporary folder (see Section 9.2.1, “Settings”).
CCOI Check-In Dialog