Type

With a search tile, you can specifically set up the desired search terms via the index fields of a keywording form. It is also possible to define search tiles that you can activate using keyboard shortcuts. You can create multiple keyboard shortcuts for different searches.

Add new tile

1. Right-click the middle window of ELO Dropzone.

The ELO Dropzone context menu appears.

2. Click the Edit mode for personal tiles menu item.

Alternative: Click Edit mode for global tiles to create a global search tile.

Alternative: Click the button with the pencil icon.

ELO Dropzone switches to edit mode. The sand-colored background indicates that you are in edit mode.

3. Open the ELO Dropzone context menu.

4. Click the Add new tile menu item.

A new tile appears.

Defining a search tile

1. Double-click the new tile.

The Configure tile dialog box appears. The configuration opens at the Type tab.

2. Click the magnifying glass icon.

The Search tile type is selected.

Display

1. Click the Display tab.

The Display tab appears.

2. Click in the Name field and enter a name for the search tile.

3. Click the Group field and assign the tiles to the desired display group via the drop-down menu.

4. Click the Description field and enter what you want to use the tile for. The description of a tile is particularly useful when you want to make the tile available to other users via the Tile collection.

5. Click the gray tile to change the tile icon.

The available tile icons appear.

6. Click an icon.

7. Click the color square to change the color of the tile.

The available colors appear.

8. Click a color.

You have defined the tile name, tile icon and tile color.

Form

1. Click the Form tab.

The Form tab appears.

2. Click one of the available keywording forms.

You have linked the tile to a keywording form.

Rows

1. Click the Rows tab.

The Rows tab appears. You see all index fields of the selected keywording form on the left-hand side. You see all the Available variables on the right-hand side.

Information: Load a sample document via the Load button to import additional variables.

Optional: Use the index fields of the selected keywording form to specify search terms. You have the following options:

• Enter a search term.

• Drag a variable to an index field.

Information: You can use a combination of both methods.

Target

1. Click the Target tab once you have defined the search terms.

The Target tab appears.

Optional: If the File directly or search without dialog option is enabled, the search is automatically run with the information entered to the Rows tab. The search results appear directly in the ELO Client.

When the option is disabled, the Search keywording dialog box appears when you activate the search tile. In this case, you can enter or change search terms manually.

2. Restrict the repository search using the Date limit field. The following six options are available in the drop-down menu: Unlimited, One week, One month, One quarter, One year, Three years.

Optional: Run a database query. The value entered here overrules manual entries in the Direct entry field.

3. Click Save once you have made all changes.

The Configure tile dialog box closes. The new search tile appears in ELO Dropzone. ELO Dropzone remains in edit mode.

3. Right-click the context menu in ELO Dropzone to finish editing.

You have now set up a search tile. You can start the search process by clicking the search tile.

Alternative: Activation via keyboard shortcut

The Activation tab provides additional options for defining tiles. The selection of options depends on the selected tile type.

You can create keyboard shortcuts for search tiles. The following applies:

• The keyboard shortcut activates the search.
• The selected action is run and the respective contents are transferred as a variable.

Please note: Keep in mind when selecting keyboard shortcuts that some may already be in use by other programs.

You can choose one of the following actions from a drop-down menu when setting up a keyboard shortcut for the search.

• Apply Clipboard contents
• Copy with CTRL+C
• Copy with double-click
• OCR window contents
• Only activate

Apply Clipboard contents

The contents of the Windows Clipboard are transferred.

1. Select the menu item Apply Clipboard contents in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is displayed in the field.

4. Switch to the Rows tab.

5. Assign an index field with the variable {Clipboard.ALL} to the short name in the Entries to index fields area. In this example, we want to search the Short name index field.

You have now activated the search from the Clipboard.

Copy with CTRL+C

Simulates a copy process with CTRL+C.

1. Select the menu item Copy with CTRL+C in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is displayed in the field.

4. Switch to the Rows tab.

5. Assign an index field with the variable {Clipboard.ALL} to the short name in the Entries to index fields area.

You have now activated the CTRL+C search.

Copy with double-click

Simulates a copy process with double-click from the current mouse position.

1. Select the menu item Copy with double-click in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is displayed in the field.

4. Switch to the Rows tab.

5. Assign an index field with the variable {Clipboard.ALL} to the short name in the Entries to index fields area.

You have now activated the double-click search.

Information: Please keep in mind that a double-click simply highlights a word at the cursor position. Therefore, it is not possible to search for multiple words.

OCR window contents

Evaluates the current window contents, e.g. of TIFF or JPG images, using OCR.

1. Select the menu item OCR window contents in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is displayed in the field.

4. Switch to the Rows tab.

5. Assign an index field with the variable {Clipboard.ALL} to the short name in the Entries to index fields area.

You have now activated the search using OCR window contents.

Only activate

Enables the defined keyboard shortcut without running a Clipboard action.

1. Select the menu item Only activate in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is displayed in the field.

You have now activated the Only activate search.