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Doc360 Setup - Employee Assignments

You can set up how your agency employees access their documents in the Employee Assignments section.

To set up the storage location for each employee:

Click Edit on the Employee Assignments section bar, and then enter the following information. When finished, click Update. The updated information appears in the associated grid.

Employee

Displays the last and first name of the agency employee.

Hot Folder Location

Shared folder on the network from which this employee imports his or her documents in the front-end scanning workflow. See Workflow: Use Doc360 - Front-end Scanning for more information.

The agency's scanning technician saves documents for the employee to this folder. The employee imports the documents using Get Documents.

When you import documents using Get Documents, the document files are deleted from the Hot Folder locations. The Hot Folders are empty after the import process. The files are now saved either to the AMS360 database or to a designated shared folder location; for storage options, see the System Configuration section of this topic.

Use this field to identify the drive and directory path of the shared folder. Use Browse or type the exact drive and directory path in the field provided.

If your agency hot folders are located in a shared folder network location, verify that the user and the person scanning documents have the proper authorization to access this network location.

Click Browse in conjunction with the Hot Folder Location option. You must identify the drive and directory path of the shared folder. When selected, the drive/directory appears in the Hot Folder Location field.

Default Hotspot Definition

Enable Doc360 Center Hotspot for Frontend Scanning (Distribution Form): If you select this option, the Doc360 banner in the Home Center becomes an automatic launch point for the Document Distribution form. To launch the form, click the banner, or drag and hover a document file over the banner. See Workflow: Use Doc360 - Front-end Scanning for more information.

Enable Doc360 Center Hotspot for On-demand Scanning (Activity Form): If you select this option, the Doc360 banner in the Home Center becomes an automatic launch point for the Activity form. To launch the form, the user can click the banner, or he or she can drag and hover a document file over the banner. See Workflow: Use Doc360 - On-demand Scanning for more information.

To use this option, the employee must have security authorization to create new Activity/Suspense items (secured item: Activity/Suspense Menu - Activity Suspense: New). See Security Group Setup for more information about employee security groups.

Enable Doc360 Center Hotspot for Backend Scanning (Match Pending Attachments Form): To select this option, you must first select Enable Backend Scanning Options in the System Configuration section. If you select this option, the Doc360 banner in the Home Center becomes an automatic launch point for the Doc360 Match Pending Attachments form. To launch the form, the user can click the banner, or he or she can drag and hover a document file over the banner. See Workflow: Use Doc360 - Back-end Scanning for more information.

What's Next?

Do you want to enter additional information in the Doc360 Setup form? See Doc360 Setup for more information.

Check All / Uncheck All	Click Check All to authorize access to unprocessed documents for all other agency employees. A check mark appears in every box in the Selection column. Click Uncheck All to clear all selections from the grid.
Select	Click one or multiple employee Select check boxes to authorize access to unprocessed documents for another employee.
Name	Displays the last name, first name of the employee who is being granted access or restricted from processing another employee's unprocessed documents.
Status	Indicates employee's status, as entered on the Employee data entry form. The possible entries include: Active: The employee's name appears in system selection lists and search results throughout AMS360. Inactive: The employee's name does not appear in system selection lists and search results throughout AMS360. Retired: The employee is currently retired, and their name does not appear in lists or search results throughout AMS360.
Title	The employee's title, as entered on the Employee data entry form.