Create an Existing Enterprise Client Associated with a Managing Client

Clients that were created in IPRO Allegro or IPRO Eclipse may be created for use in eCapture.

  1. Choose File > New Client from the menu bar. The New Client dialog appears.

  2. From the Managing Client drop-down list, select an existing managing client.

  3. From the Client Name drop-down list, select a client.

  4. From the eCapture Details section, do the following:

    • Enter a Client Description.

    • Enter a Client Directory path or click the Browse button to open the Directory Browser dialog. Select a directory. (Note: Right click a directory to display the context menu. Choose Rename to rename the directory.) This directory must be empty. If necessary, click and create a new directory. We recommend using the UNC path vs mapped drives.

    • Select a task table from the drop-down list.

  5. Click OK. Two directories are created and appear in the Client Management Hierarchy: Export Jobs and Cases (Projects).

 

Related Topics

Overview: Enterprise Integration

Create a New Managing Client and a New Client

Create a New Case (Project)

Create Task Tables

Assign Task Tables to Workers

Create a New Custodian