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Pathcore Upload Client User Manual

Quick Start Guide


How to quickly set up the Upload Client to scan a folder and upload its contents to your Pathcore service.

  1. Log in. See the User Account page for more details

    1. When you open the main user interface, you should immediately be presented with the login window

    2. Enter the URL of your PathcoreFlow service in the Pathcore Team URL field (e.g., https://example.pathcore.com or http://192.168.0.120).

      It is important that the URL has the correct scheme ("http" or "https") or you may not be able to log in. All Pathcore managed cloud services use HTTPS.

    3. Click on the Log In button

    4. Your default web browser will open and take you to your Pathcore service login page. You can log in using your email address and password, or via SAML SSO

      You may be prompted to allow the site to open the "pathcore-upload-client" link. Click on the Open Link button in the dialog box.

  2. Configure the basic Upload Client settings

    1. Click on the Open Settings Open Settings button in the Action Bar at the top of the main window to display the Settings window

    2. Click on the Folder button to the right of the Scan Directory field to open the Select a Directory dialog window and browse to the desired watch folder

    3. (Optional) Set the options for Scan Depth, Scan Schedule, Stable Threshold, Delete After Upload, and/or Filter Conditions. See the Settings page for more details

    4. Click on the Apply button in the Settings window to save your changes

  3. Click on the Resume Resume button in the Action Bar at the top of the main window to begin the scanning process