Profile General tab
General section
| Field | Description |
|---|---|
|
Name |
The name of the profile. Two profiles cannot share the same name. |
|
Active |
Sets whether the profile is enabled. |
Misc section
| Field | Description |
|---|---|
|
Advanced filters |
Enables search filtering in the users and roles popup view. Helps to find roles or users in a large list. |
|
Web skin |
Sets the default skin (CSS styles applied). Info message |
|
Print preview |
Enables or disables printing function. |
|
Keywords enabled |
Enables or disables keyword shortcuts. |
|
Upload notify users |
Shows or hides user notifications on the upload popup. |
|
Notify external users |
Enables or disables sending notifications to external users. By default, the application is restricted to users' email addresses. For example, sending documents to an external email address. |
|
Browser plugin preview |
When enabled, preview is based on the browser's PDF rendering capability. |
|
Browser HTML5 preview |
Enables or disables preview in HTML5 format. |
|
Increase version |
When enabled, users can choose whether to upload a document as a minor version or a major version. |
|
Add documents title |
When enabled, documents have an extra field named title. A title is shown on:
|
|
Show events notification |
When enabled, the user is shown messages sent by the application in a popup. Common notifications:
|
|
Thumbnail visible |
When enabled, a thumbnail is shown on the desktop in the search view. This feature can decrease the application's performance. For more information see Performance configuration parameters. |
|
Sent Mail Storage |
Sets the default mail storage location. Available options:
|
|
Quick search visible |
Shows or hides the top-right quick search in the UI. |
|
Recursive security change |
Enables or disables by default the checkbox for applying security changes recursively. |
|
Copy related information |
Enables or disables copying attributes while creating documents from templates. |
|
Extensions |
Sets the enabled extensions for the profile. |
|
Reports |
Sets the enabled reports for the profile. |
|
Workflows |
Sets the available workflows for the profile. |
|
Property Groups |
Sets the available property groups for the profile. |
Chat section
| Field | Description |
|---|---|
|
Enabled |
Enables or disables chat. |
|
Auto login |
When enabled, the user is automatically logged in to chat as part of the login process. |
Wizard section
The Wizard only takes effect when uploading a new document, not when updating an existing document.
In case an automation definition is present, these parameters have no effect.
The automation feature covers all these cases and more.
| Field | Description |
|---|---|
|
Metadata |
Sets metadata that will be required to be filled in as part of uploading a new document. |
|
Workflow |
Sets workflows that will be executed as part of uploading a new document. Some workflows require initial fields to be filled at the beginning, but not all. |
|
Keywords |
When enabled, the application will ask the user to add keywords as part of uploading a new document. The user can skip this step without adding any keywords. |
|
Categories |
When enabled, the application will ask the user to add categories as part of uploading a new document. The user can skip this step without adding any categories. |
|
OCR Data Capture |
When enabled, the application will try to capture data with the OCR feature as part of uploading a new document. The application executes OCR data capture only for images and PDF MIME types. |
|
Cancel wizard |
When enabled, a button that allows the user to cancel the operation is shown in the Wizard popup. |
Pagination section
Pagination control
| Field | Description |
|---|---|
|
Enabled |
Enables or disables pagination in the file explorer view. |
|
Page list |
Sets the distinct values that will be shown for the number of elements per page. For example, the value "10;25;50;100" sets the maximum number of elements per page to 10, 25, 50, or 100. In the user view, the user can choose one of these options. When pagination is enabled, at least one value must be set. To separate the distinct values, use the character ";" |
|
Type filter |
When enabled, a filter by type is shown; this helps the user to show only documents, folders, records, or mails at the same time. * |
|
Misc filter |
Advanced filter helps with filtering by some fields:
When extra metadata columns are shown in the file explorer, they are also available here. |
|
Show folders by default |
Shows or hides folders by default. * |
|
Show documents by default |
Shows or hides documents by default. * |
|
Show mails by default |
Shows or hides mails by default. * |
|
Show records by default |
Shows or hides records by default. * |
|
* When the type filter is enabled, the options (show folders by default, etc.) must be active; otherwise they are not taken into consideration and all types are shown. |
|
Section General
Shortcuts are keyword combinations that provide a faster way to accomplish a task.
| Field | Description |
|---|---|
|
Rename |
Executes the rename action on the selected node. F2 |
|
Copy |
Executes the copy action on the selected node. CTRL+SHIFT+C |
|
Cut |
Executes the cut action on the selected node. CTRL+SHIFT+X |
|
Paste |
Executes the paste action on the selected node. CTRL+SHIFT+V |
|
Download |
Executes the download action on the selected node. CTRL+D |
|
Testing |
Shows a popup to perform some user interface tests. CTRL+G |
|
Log |
Shows the user interface log. CTRL+Z |
|
Create Folder |
Executes the create folder action on the selected node. CTRL+N |
|
Refresh |
Executes the refresh action. F5 |
|
Add Document |
Executes the add document action. INSERT |
|
Bookmarks |
Executes the bookmark action on the selected node. ALT+B |
|
Help |
Shows a help popup. F1 |
|
Logout |
Executes the application logout. CTRL+ALT+Q |
|
Delete |
Executes a delete action on the selected node. ALT+DELETE |
