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  1. Create a new document source code in the luDocumentSourceCode lookup table called TESTSOURCE. See luDocumentSourceCode lookup table (on page ).
  2. Create a new document classification in the luDocumentClassification lookup table called TESTCLASS. See luDocumentClassification lookup table (on page ).
  3. Create a new folder within the Monitored Folder on the file server called TESTCLASS. See Configuring the DocMan service folders AnchorH_34361H_34361 (on page ).
  4. Start the service. See Starting and stopping the DocMan service (on page ).
  5. Create a file that:

For example, if you use the default pattern and the test community member's Synergetic ID is 69614, the filename should be 19614!Test!Test Document!TESTSOURCE.doc.

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  • If a Processed folder is created, the DocMan service is working correctly.
  • If a Rejected folder is created, check that the filename and document type match as in step 5 and try again.
  • If no folder is created, check the Windows Event Viewer for details, restart the service and try again. See Starting and stopping the DocMan service AnchorH_34363H_34363 (on page ).