Profile General tab
General section
| Field | Description |
|---|---|
|
Name |
The name of the profile. Two profiles cannot share the same name. |
|
Active |
Sets profile enabled or not. |
Misc section
| Field | Description |
|---|---|
|
Advanced filters |
Enables search filtering on users and roles popup view. Helps to find roles or user in a large list. |
|
Web skin |
Sets the default skin ( css styles applied ). Info message |
|
Print preview |
Enables or disables printing funtion. |
|
Keywords enabled |
Enables or disables keywords shortcuts. |
|
Upload notify users |
Shows or hides user notification on upload popup. |
|
Notify external users |
Enables or disables send notifications to external users. By default the application is restricted to mail user's addresses. For example, sending documents to an external mail address. |
|
Browser plugin preview |
When enabled, preview is based on browser pdf render capability. |
|
Browser HTML5 preview |
Enables or disables preview on HTML5 format. |
|
Increase version |
When enabled, users can choose between document upload as minor version or major version. |
|
Add documents title |
When enabled, documents have an extra field named title. Is shown a title on :
|
|
Show events notification |
When enabled the user shows in a popup messages sent by application. Common notifications:
|
|
Thumbnail visible |
When enabled a thumbnail is shown on the desktop in search view. This feature can decrease the application performance. For more information see Performance configuration parameters. |
|
Sent Mail Storage |
Set default mail storage location. Available options:
|
|
Quick search visible |
Show or hide top right quick search in UI. |
|
Recursive security change |
Enable or disable by default the checkbox for applying security changes recursively. |
|
Copy related information |
Enable or disable copy 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 chat as part of login process. |
Wizard section
The Wizard only takes effect when uploading a new document, not when updating and existing.
In case an automation definition is present, these parameters has no effect.
The automation feature covers all these cases and more.
| Field | Description |
|---|---|
|
Metadata |
Sets a metadata that will be required to be filled as part of uploading a new document. |
|
Workflow |
Sets a workflows that will be executed as part of uploading a new document. Some workflows require initial fields filled at the begining, but not all. |
|
Keywords |
When enabled the application will ask user to add keywords as part of uploading a new document. User can skip this step without adding any keyword. |
|
Categories |
When enabled the application will ask user to add categories as part of uploading a new document. User can skip this step without adding any category. |
|
OCR Data Capture |
When enabled the application will try to capture data with OCR feature as part of uploading a new document. Application execute OCR data capture only from images and pdf MIME types. |
|
Cancel wizard |
When enabled, a button that allows the user to cancel operation is shown in Wizard popup . |
Pagination section
Pagination control
| Field | Description |
|---|---|
|
Enabled |
Enables or disable pagination on file explorer view. |
|
Page list |
Sets the distinct values in what will be shown in number of elements per page. For example the value "10;25;50;100" set that maximum number of element per page can be 10, 25, 50 or 100. On 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 must be used the caracter ";" |
|
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 on filtering by some fields:
When extra metadata columns are show in file explorer, they are also available here. |
|
Show folders by default |
By default shows or hides folders. * |
|
Show documents by default |
By default shows or hides document. * |
|
Show mails by default |
By default shows or hides mails. * |
|
Show records by default |
By default shows or hides records. * |
|
* When type filter is enabled the options show folders by default etc... they must be active, otherwise they are not taken in consideration and all types are shown. |
|
Section General
Shortcuts are keywords combination for faster way of accomplishing a task.
| Field | Description |
|---|---|
|
Rename |
Executes rename action on the selected node. F2 |
|
Copy |
Executes copy action on the selected node. CTRL+SHIFT+C |
|
Cut |
Executes cut action on the selected node. CTRL+SHIFT+X |
|
Paste |
Executes paste action on the selected node. CTRL+SHIFT+V |
|
Download |
Executes download action on the selected node. CTRL+D |
|
Testing |
Shows a popup to do some user interface test. CTRL+G |
|
Log |
Shows user interface log. CTRL+Z |
|
Create Folder |
Executes create a folder action on the selected node. CTRL+N |
|
Refresh |
Executes refresh action. F5 |
|
Add Document |
Executes add document action. INSERT |
|
Bookmarks |
Executes a 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 |
