Filters tab (Bulk Configuration)

Sources

Use this tab to configure filters for sources. This will restrict documents from the source by including or excluding certain groups. You will use this tab when creating multiple sources at once.

The Filters tab is only available when configuring email, network folder, and LPD sources.

Click an option you want to learn more about.

Filters Tab

What do you want to do?


Select all button

Selects all of the sources listed in the grid.

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Unselect all button

Clears any selected sources in the grid.

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Grid

Click directly in the grid to configure the source.

Specifies the name of the source and applies filters to the source. Filters allow you to restrict documents from a source by including or excluding certain groups. The filter columns that display are specific to the selected source type. You can modify the filter values by typing directly in the grid column. Wild card values of ? or * are accepted, as long as the expressions first character is a numeric or alphabetic character. This filter will be applied to each document received by the selected source.

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Add button

Adds a source to the grid. A new row will appear at the bottom of the grid.

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Copy button

Creates a copy of the source selected in the grid. A new row will appear at the bottom of the grid.

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Remove button

Deletes the selected source.

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