Auto Downloads

Selecting Setup|Auto Downloads will display the Auto Downloads screen. The Auto Download functionality allows the user to set up a management tool in order to automatically download released documents to a specified location. The auto download is dependent on the auto release also being selected for a report, notification or batch being run.

To add an auto download option:

Select the Add button. A name, download path and username and password for access to the location needs to be inserted. Test the connection before saving by selecting the Test button.

For a successful connectivity test the user will see the following pop up. Select ok on the pop up then select save button to confirm adding the auto download.

For an unsuccessful connectivity test the user will see the following pop up. Select OK button and retry another access username and password combination.

To edit an auto download:

Selecting the Edit link.

Test whether the connection by selecting the Test button. A message box will appear, when it is unsuccessful

and when it is successful.

To delete an auto download option:

Select the delete () icon. A prompt will appear to confirm the action. Selecting OK will delete the auto download option.