Creating a Hypersync
The steps below describe how to create a Hypersync after the connection has been made. If you have not yet connected your app to Hyperproof, see Connecting an app to Hyperproof.
The user who creates a Hypersync is added to the proof generated by that Hypersync as the proof owner. If the user is removed from the membership of the proof or the control where the Hypersync is configured, the Hypersync fails to update the proof. Add the user back into the facepile for the proof or the control, or create a new Hypersync to collect the proof.
From the Proof type drop-down menu, select the type of proof you want to collect.
Note
Additional drop-down menus may appear depending on the type of proof you want to collect.
Click Next.
The Configure workflow window opens.
By default, the Collect proof automatically checkbox is selected. Clear the checkbox if you don’t want Hyperproof to collect proof automatically.
From the Collect proof every… drop-down menu, select how often proof should be collected. Options include:
Day - Runs every day at 13:00 UTC.
Week - Runs on Mondays at 12:30 UTC.
Month - Runs the first day of the month at 12:00 UTC.
Note
The Hypersync is queued to run at the scheduled day and time. The timestamp associated with the collected proof is the time the Hypersync finishes running.
Select how you prefer to add proof, either by versioning or new files.
Tip
If you select Versioning, Hyperproof creates a new version of the file each time the Hypersync syncs. If you select New files, Hyperproof creates a new file each time the Hypersync syncs. See Versioning versus new files for more information.
From the Proof format drop-down menu, select either PDF or Excel Spreadsheet.
Click Next.
The Name this Hypersync window opens.
Enter a name for the Hypersync, and then click Save and Sync.