SER Doc Export

This Export will can be used to send data to the Synergy Document Management system.  

 

Locate the documents that you would like to export by searching for them with the 'Find' dialog box.

 

Choose File>Export>SER Synergy Doc

 

The 'Confirm Export Settings' dialog appears pre-filled with settings set up on the 'Export' tab of the options screen.

Configure specific settings

Click the 'Configure' button to access the settings specific to this export.

Cabinets, Doc Types, and Delimiters

You can add Cabinets, Doc Types, an Delimiters to the drop down list. Simply type in the desired name and click 'Add'. You can remove an item by selecting the item and clicking 'Remove'

Mapping export fields

The grid on this screen is used to map the EZ-Scan database fields to the fields exported. Choose the fields to export from the EZ-Scan database by checking the box in the 'Export' column. You can change the name of the field in the export file. Simply edit the name in the 'Index Name' column.

 

Check with the Administrator of your synergy system for help with the settings for this export.

Output

2 files will be created in the directory specified for your export path.