Capture & scanning
Add a document from your computer
The basic upload path — Capture New > Electronic — including the Index Fields choice that decides whether the document files immediately or waits in the Coding Queue, and when the Folder Browser's multi-file upload is the better tool.
Bulk-import existing files and folders
Bring years of network-share files into Content Central with Catalog Manager — the two import paths, exactly what the import does and deliberately doesn't do (no OCR, no field values from folder names), and the follow-up passes that finish the job.
Capture documents sent to an email address
Set up an email capture job in Catalog Manager so anything mailed to a dedicated address — vendor invoices, copier scans, e-faxes, partner paperwork — becomes a Content Central document automatically.
Connect email capture to Microsoft 365
Point an email capture job at a Microsoft 365 mailbox with modern (OAuth2) authentication — the Entra app registration it needs, the four values that go into Content Central, and how to switch an old IMAP or POP3 job over.
Control OCR and image preparation
The OCR Settings that decide how scans become searchable text — the master switch, advanced image preparation's speed-for-accuracy trade, the barcode engine choice — and the restart habit that makes changes stick.
Create a capture form
Build a fillable PDF capture form that creates a document and its indexed, searchable metadata in one submission — the form's fields are the document's fields.
Create and print QCards
QCards are printed barcode instruction sheets — this guide generates them: the coding-time choice, the field values that print, the options that control splitting and lookups, and the DocType QCard that switches types mid-stack.
DirectScan can't see your scanner or reach the server
Work through DirectScan's three layers in order — scanner to Windows, the DirectScan Agent on this workstation, and the connection to your Content Central server — changing one thing at a time until scanning works.
Hot-folder documents aren't reaching the Coding Queue
One read-only or locked file at the front of a watched folder silently stalls everything behind it — check the oldest file first, clear it, and let the backlog drain on its own.
How documents get into Content Central
Every way a document can enter the system — scanning, uploading, email, watched folders, forms, and more — what each path is for, and where your document goes right after it arrives.
Let people outside Content Central submit a capture form
Enable Content Central's no-login submission path — an e-mailed capture-form PDF whose Submit button posts straight back to your server — and know exactly what an outside submitter can and cannot see.
Read data from fixed zones and barcodes (zonal recognition)
For forms that always look the same: define zones by position — OCR text or a barcode — and Content Central fills the fields and splits the documents by itself, with no QCards and no typing.
Scan documents with DirectScan
Scan paper straight into Content Central from your browser — connect the scanner the first time, choose where the document goes and when you'll fill in its fields, and run the scan.
Scan stacks with QCard separator sheets
Interleave printed QCards in a paper stack and scan the whole pile at once — the rules that decide where documents split, the two scanning routes, and what the errors mean when a stack comes out wrong.
Set up a folder capture job
Make a watched folder that turns dropped-in files into documents automatically — created in the Catalog Manager on the server, with the descriptor choice that decides how documents split and where they land.
Set up an XML capture job
The integration intake path: another system drops files plus an XML descriptor into a folder, and Content Central files them with full field values — the Catalog Manager job setup, the XML format with a working sample, and how failures are quarantined.
Set your default capture catalog and document type
Two small per-user settings that remove two clicks from every capture: the Default Capture Catalog on your Options page, and the per-catalog Default DocTypes page — set once, preselected forever.
Three capture-form workflows that replace paper
Three ready-to-build Capture Form designs — a building-permit application, a purchase requisition, and a new-hire onboarding packet — each specified down to the fields, workflow rule, and approval process to create.