The Serial filing function enables you to file multiple documents from the Intray work area to ELO with predefined metadata.

You will find the serial filing function under Ribbon > File > Filing.

Requirements

There are several documents without metadata in your Intray.

Step by step

1. Switch to the Intray work area.

2. Select multiple documents.

3. On the ribbon, click File > Filing > Serial filing.

The Metadata for new document dialog box opens.

4. Define the settings for the serial filing. For example, you can use variables to assign a consecutive number (##) during filing.

Information: You can find the possible variables in the tooltip below the short name.

5. Click OK.

The Serial filing dialog box appears.

6. Choose the folder in ELO that you want to file the documents to.

7. Click OK.

The documents are filed to ELO.

Wildcards

With serial filing, you can use the following wildcards in the short name and other fields.