This Help topic refers to the following editions:
þ Enterprise þProfessional þ Personal þ Small Business
The Workstation Defaults Window box can be reached from the Tools Menu in the Options item of the DocuXplorer desktop.
Options on this screen can be changed by the user, no administrative access is required.
All DocuXplorer Workstation default settings are written to the Windows Registry - defaults set in this window affect Cabinets, Drawers, Folders, and Documents added, copied, or moved at the workstation level. These default settings are specific to a workstation.
The defaults to set are:
Workstation Options
Display full path of document on title bar
The document viewer will display the full document path Cabinet/Drawer/Folder/Document on the Title Bar
Preserve desktop and document viewer positions
Saves window positions so that when a user opens that window again it will display in the same position last used.
Confirm when canceling modifications to a document
When this option is checked and the user tries to leave the Document Viewer without saving your their changes, a dialog box is shown confirming their action.
Confirm updates when copying or moving folders
When selected the Update Folders feature is enabled. A dialog box is displayed when a user moves or copies a folder into a Cabinet that already contains the same folder. The dialog box informs users of any changes to the folder’s contents and asks the user to update the original folder or create a new folder.
Confirm updates when copying or moving documents
When selected the Update Documents feature is enabled. A dialog box is displayed when you move or copy a document into a Cabinet that already contains a previous version of the same document. The dialog box informs users of any changes to the document’s index or image and asks the user to update the original document or create a new document.
Automatically save Index Set changes
Each user of the system can individually use this option by checking it, or turn it off by removing the check mark.
When this option is selected, changes will be saved to the Index Set properties automatically. For example, if you change one or more index set properties and move to a new folder, the settings and changes will be saved automatically as you leave. If the option is not checked and you move off the folder, the index set properties changed will revert back to what they were prior to any changes
Note:
To use this function a user must have security permission to modify Index Set properties.
Show application on icon tray at program startup
Enables DocuXplorer to display an icon on the Windows Desktop Icon Tray. right-click the DocuXplorer icon in the Icon Tray to display a menu of DocuXplorer functions available from the Icon Tray.
Return to the last selected folder on startup
When selected DocuXplorer will open to the folder lasted opened.
Menu selection to perform when double clicking on a document
This setting allows you to choose what happens when you double click a document.
The choices are:
Default - Image documents open in the Document Viewer and Associated Application documents open in their native program.
Open Attachment - Same as above (no longer applies, keep for backward compatibly)
Open Document Viewer - Images and associated application documents will open in the DocuXplorer Document Viewer.
SendTo Directory
The location of the default directory on the hard drive to save exported documents.
Automatically remember last selected location
When the Send To location is a folder (as opposed to an email address), that location becomes the default folder, and is also reflected in the SendTo Directory discussed above.
Interface look & feel
Allows users to select an interface from a drop-down list of standard, enhanced and theme interface options
Show field hints
Allows user to select an option to display field hints when rolling over a column header.
Language Settings
Interface Language
Select the language in which DocuXplorer will display all menus and directions.
Bi-directional functionality
This option provide support for how text is displayed to support different languages. below are the description of the four modes. This feature is set automatically base on the selected language but can be changed manually.
Left To Right: Draws text using left to right reading order. The alignment and scroll bars are not changed. For instance, when entering right to left text, such as Arabic or Hebrew, the cursor goes into push mode and the text is entered right to left. Latin text, such as English or French, is entered left to right. Left To Right is the default value.
Right To Left: Draws text using right to left reading order, the alignment is changed and the scroll bar is moved. Text is entered as normal for right-to-left languages such as Arabic or Hebrew. When the keyboard is changed to a Latin language, the cursor goes into push mode and the text is entered left to right.
Right To Left No Align: Draws text using right to left reading order, the alignment is not changed, and the scroll bar is moved.
Right To Left Reading Only: Draws text using right to left reading order, and the alignment and scroll bars are not changed.
Import Document Settings
Automatically remember last select location
DocuXplorer
will remember the last location you selected when importing new documents
Send original files of imported document to the Recycle Bin
When selected, DocuXplorer will send original files of documents imported from a local drive to the operating system Recycle Bin. Documents imported from a shared network drive cannot be sent to the operating system Recycle Bin and are deleted without the ability to be restored from the operating system.
Tip:
This feature provides
you with a method of clearing imported files from your hard drive, preventing
any confusion by assuring that all working documents are stored only in
the DocuXplorer database.
Enable extended file properties for Auto Index values
DocuXplorer has the ability to read the operating system extended file properties and add this information to DocuXplorer Auto Index variables list. You can see what values a file supports by importing the document into DocuXplorer and while in the document viewer select File | Properties. Each file type has its own extended value and may not be support for other file types.
Once you have decided which value you would like to use during your import process simple use the value e.g. {Date Taken} in any index fields default properties values.
Show warning when document is larger than...
DocuXplorer
will display a warning when attempting to import a document larger than
the specified size. Documents scanned at a very high resolution or with
thousands of colors will have a very large file size and can fill up a
hard disk quickly. this warning helps to guard against this. At the time
of importing a document only an administrator can override the default
limit defined here. The default value is 40MB with a maximum value of
3,500MB (3.5Gigs).
Index all imported documents
When this is option is checked all documents that are imported are required to be index by the user. When this options is unchecked all documents are imported directly in to the selected folder and indexing can be postponed. The default setting is unchecked.
Extract Text to support Full Text Searches
Enter file extensions for the installed iFilter service
DocuXplorer uses the iFilter technology to extract text from various file formats. Check the www.DocuXplorer.com/Support/iFilter-Resources for information on third party iFilter software. Enter in the file extension that are support by the software you installed. The format should be .<File Extension> e.g. .DOC, .XLS etc...
Microsoft provide detailed instruction on how to enabled iFilter technology for Windows 7.
http://technet.microsoft.com/en-us/library/dd755985(WS.10).aspx
To install Windows TIFF iFilter with Windows 7
1. Click Start, click Control Panel, click Programs, and then click Turn Windows features on or off.
2. Select the Windows TIFF iFilter check box.
3. Click OK.
Extract text when adding documents
To
support Full Text Searches, DocuXplorer can automatically extract text
from newly added documents using the Microsoft's iFilter technology, DocuXplorer
PDF Print Driver or any Peernet Print Driver.
Update extract text after document modifications
After a document has been modified the text used for a full text search can be automatically updated when this options has been checked.
Document Conversion Process
These options are
used when converting documents from any file format to PDF or TIF via
Docuxplorer's print driver.
Ask
if annotations should be included -
This enable you to hide this prompt each time a file conversion takes
place.
Include annotation when converting tiff documents - This determined the default response if the above prompt is not shown.
Use
PDF/A format when converting documents to PDF - PDF/A
is Adobes archive format designed to preserve for long periods of time
Find Document Settings
If a single document is found, open it automatically - Check if this option to have DocuXplorer open the document from the Find Document Dialog if only a single document is return from your request. This options only applies as a default action when using saved searches and the DocuXplorer API.
Enable Adobe Full Text Search when opening documents - when this option is checked DocuXplore will pass the Full Text Search criteria to Adobe when the document is opened. This will enabling the user to locate the page in which the criteria is located.
Advanced
Reset all menus - resets all DocuXplorer menus and toolbars to their original default settings. Use this function if menu display is lost or toolbar has become poorly arranged.