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Treeno File Monitor: Installation and Configuration Guide
© Copyright 2012 Treeno Software. All Rights Reserved. Treeno Confidential Information.
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Using Barcodes to Route Documents
Treeno File Monitor provides barcode recognition to route documents directly to a specified inbox, folder,
or workflow in Treeno. Files are routed from the following locations:
Scan folder – Files must be scanned into this folder in PDF or TIFF format. A physical barcode
sheet must be printed and scanned along with the batch of documents that are sent to the Scan
folder. This barcode indicates where the File Monitor should upload the files in Treeno.
Watched folder – Additional monitored—or watched—folders can be created on the system
where the File Monitor is installed. Each of these folders can then be assigned a barcode that
indicates where the File Monitor should route files in Treeno. A physical barcode sheet is not
required. When you create an additional watched folder, you generate a barcode in Treeno and
then copy and paste this unprocessed barcode into the File Monitor Wizard for the “extra monitor”
folder.
Files can be scanned into a watched folder, or they can be dragged and dropped into the folder.
Scanned files must be in PDF or TIFF format. Other files types (for example, .doc, .xls, .jpg) can
be dragged into the folder.
Scan Folder Barcodes
To route files placed in the Scan folder, you can do the following:
Print barcodes to route files to a particular folder, folder tab, or document type.
Print barcodes to route files to a particular workflow.
You print each barcode on a separate sheet of paper and then scan the barcode sheet as the first
document in the batch of documents you are processing. The File Monitor will then upload the files from
the Scan folder to the barcoded location or workflow in Treeno.
Folder, Folder Tab, and Document Type Barcodes
You can print a barcode to a particular folder, folder tab, or document type in Treeno. You must have
access to the barcode destination and have rights to printing barcodes. The Print Barcode
icon is
displayed where the permissions have been granted.
The File Monitor uses this printed barcode to direct PDF and TIFF files in the Scan folder to the
appropriate location in Treeno. Before scanning a batch of documents, you must first scan the barcode
sheet to associate the documents with the barcoded location. The File Monitor then uploads the output
PDF or TIFF files to the appropriate location in Treeno.
Note: When you are scanning documents to a watched folder rather than the Scan folder, you do not
need to print a physical barcode sheet. Instead, you copy and paste the unprocessed barcode into the
File Monitor Wizard (see page 21).
