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Click to select the box in front of the template name. A check mark appear in the box to indicate it is selected.
Selecting a template selects all available categories in that template. DryvIQ recommends leaving the default categories for each template. However, if your use case requires a specific set of categories, you can edit the template categories as needed. The exception is the File Inventory template, which cannot be edited. To edit a template, click the gear icon on the template card.
The corresponding modal opens and displays the categories for the selected template. Expand a category to view the included entity types. Clear the box for an entity type you do not want to include in the template.
Click OK when you are finished adjusting the categories.
Repeat steps 1-4 for each template you want to select.
Click Next to advance to the Schedule step.
If you selected more than one template, you will receive a warning that selecting multiple templates may impact your scan speed. Click Cancel to edit your selections or OK to continue with the current selections.
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Settings
The Settings step allows you to customize the scan by adding filters based on path, file type, files size, etc. You can even specify how much of a file gets scanned and enable optical character recognition (OCR) if you want PDFs and images to be scanned for text. There are even advanced options to ignore hidden and shared items to improve scan results.
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