Setup Document Load Template in Batch

1. Login to SAFE and navigate to Batch.

2. Select the "Options" menu from the Batch Toolbar. The Batch Options Window will appear.

3. Select the Load" tab to enter the Batch Load Template area.

4. Click "Add" to launch the Template creation window.

5. Configure the following settings to successfully create a Batch Load Template.

    A. Provide a name for the template. 

    B. Type or "Browse" to the location where Batch will load documents for filing.

    C. Provide the number of documents to load.

    D. Define the file types/formats to load.

    E. Select how Batch will handle multipage documents.

    F. Select whether Batch will convert Tifs to PDFs upon load.

    G. Click "Create" to save the template.

Note: Batch Load Templates are user specific and, therefore, must be configured for each user.

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For technical support, please submit a ticket at https://support.ebizdocs.com.