How to set up local folder document ingestion

Documents scanned into a shared folder can be ingested directly into Anima.

This is how paper post (and any other scanned documents) will be brought into Anima.

Before you start

You’ll need admin access in Anima to set this up.
If your practice uses Microsoft Teams or OneDrive, please use this guide instead.

Under Ingestion from a local folder, click Select a Folder
Your computer’s file explorer will open
Navigate to your practice shared drive
Create (or select) a shared folder, ideally named something clear, like:
Anima Documents
Select the folder

You should now see:

Scroll to the bottom of the page and click Save changes.

This finalises the configuration.

At least one linked user must be online for the folder connection to stay active.

To ensure cover when someone is away or offline, the folder needs to be linked multiple users.

Each additional user must log into Anima themselves and complete the steps below on their own computer. To do this, they must have admin access.

Log into the Anima desktop app
Go to Settings → Organisation Settings → Documents → Intake
Under Ingestion from a local folder, click Select a Folder
Select the same folder that was already set up. You do not need to create a new folder. You can confirm you’re selecting the correct one by checking the file path shown for users who have already linked it.
Scroll to the bottom of the page and click Save changes

To test that ingestion is working:

If setup is correct, the document should appear automatically.