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 the users and roles pop-up 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 the printing function. |
|
Keywords enabled |
Enables or disables keyword shortcuts. |
|
Upload notify users |
Shows or hides user notification on the upload popup. |
|
Notify external users |
Enables or disables sending notifications to external users. By default, the application is restricted to mail users' addresses. For example, sending documents to an external mail address. |
|
Increase version |
When enabled, users can choose between document upload as a minor version or a major version. |
|
Add documents title |
When enabled, documents have an extra field named title. A title is shown:
|
|
Show events notification |
When enabled, the user is shown a pop-up message sent by the application. Common notifications:
|
|
Thumbnail visible |
When enabled, a thumbnail is shown on the desktop in search view. This feature can decrease the application's performance. For more information, see Performance configuration parameters. |
|
Sent Mail Storage |
Set the default mail storage location. Available options:
|
|
Quick search visible |
Show or hide top 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. |
Wizard section
The Wizard only takes effect when uploading a new document, not when updating an existing.
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 a metadata that will be required to be filled 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 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 category. |
|
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 from images and PDF MIME types. |
|
Cancel wizard |
When enabled, a button that allows the user to cancel the operation is shown in the Wizard pop-up. |
Pagination section
Pagination control
| Field | Description |
|---|---|
|
Enabled |
Enable or disable pagination on file explorer view. |
|
Page list |
Sets the distinct values in what will be shown in a number of elements per page. For example, the value "10;25;50;100" sets the maximum number of elements per page that can be 10, 25, 50, or 100. From the user's 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, which helps the user to show only documents, folders, records, or mails at the same time. * |
|
Show folders by default |
By default shows or hides folders. * |
|
Show documents by default |
By default shows or hides the document. * |
|
Show mails by default |
By default shows or hides mails. * |
|
Show records by default |
By default shows or hides records. * |
|
* When the 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 keyword combinations for a faster way of accomplishing a task.
| Field | Description |
|---|---|
|
Rename |
Executes the 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 the paste action on the selected node. CTRL+SHIFT+V |
|
Download |
Executes the download action on the selected node. CTRL+D |
|
Testing |
Shows a pop-up to do some user interface testing. CTRL+G |
|
Log |
Shows the 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 the 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 |
