Use the Document Copy/Move/Delete utility to manipulate images or their indexes. For example, to move your accounts payable image files to another storage location, you can move the images and update the index cross-references so records can still find the images. Or, you may need to add or remove just an index, and not deal with the cross-referenced image files themselves.
To Copy, Move, or Delete an Image or Index:
From the System > System Files > Document Imaging menu, use one of the following paths to display the Document Copy/Move/Delete Utility screen.
Select Document Storage Location Maintenance to display the Document Storage Location Maintenance screen, and then use the Use the Copy/Move/Delete hot key.
Select Document Copy/Move/Delete Utility.
Note: If prompted, log on to the character-based system.
Complete the following fields as needed:
In the field... | Enter... |
Operation Type | one of the following:
With this option, you can schedule network-intensive operations for a convenient time. In contrast, aCopyorMoveoccurs immediately. |
From Storage ID | one or more storage ID on which to perform the operation. |
To Storage ID | the destination of the storage ID for copies or moves. |
Indexed Starting on Date | the earliest index date of the targeted files. For example, if you want to copy all files indexed on or after 02/01/2006, enter that date. |
Indexed Starting at Time | the earliest index time of the targeted files. For example, if you want to copy all files indexed on or after 2:00 P.M., enter that time. |
Indexed Ending on Date | the latest index date of the targeted files. For example if you want to copy files indexed before and on 02/15/2005, enter that date. |
Indexed Ending at Time | the latest index time of the targeted files. For example, if you want to copy all files indexed on or before 2:00 P.M., enter that time. You can specify a time range for indexed files by using both time fields. For example, specify all files indexed at 1 P.M. and after for a specific date or date range. |
Document Profile | a profile created on the Document Profile Maintenance screen. Press F10 to select a profile. |
Description Pattern | a file name pattern the system recognizes. For example, "invoice" or "A/R," that exists anywhere within the description for the desired images. |
Indexed by User ID | the user ID of the person who indexed the files you are targeting for the operation. Files not indexed by this user are ignored when copying, moving, or deleting. |
Document Type | the target file type for this operation, such as ".doc" or ".tif.." This way you move only the word processing files from a storage ID, for example, while ignoring all other image types. |
Document Size | a file size or range of sizes. For example, to operate on files greater than 3 bytes, but less than 4 bytes, enter 3001 in the Document Size (Bytes) field, and 3999 in the and/or < field. You can enter a size in either or both fields, as needed. |
Use one of the following hot keys to finalize the copy, move, or delete operation:
Backgnd Now - Starts the operation in the background.
Foregnd Now - Starts the operation using the current Eclipse screen to display the progress.
Schedule - Displays the Phantom Scheduler screen, where you specify when and how to perform the operation.
List Docs - Displays a list with statistics regarding the affected image files.
F12 - Aborts the operation, closing the utility screen without performing an operation.
Note:Stop an operation in progress by pressing Enter.
See Also:
Defining Document Storage Locations