Submission Sources

Submission Sources define where documents come from when they are added to a request.

[Screenshot: The Submission Sources settings screen showing the list of defined sources]

Common Submission Sources

• Email export
• File share
• Physical scan
• Database extract
• SharePoint site
• Application export

Managing Submission Sources

• Add — Click Add Source, enter the name (and translations if multiple languages are enabled), and save.
• Edit — Click on an existing source to update it.
• Remove — Delete sources that are no longer needed.

Usage

When documents are uploaded to a request, the submission source is recorded to track where the documents originated. This is particularly useful for audit purposes and for understanding the scope of document collection across custodians.