ELO Documentation

Keywording

The settings for the following topics are located in the Keywording area of the Configuration dialog box.

General
Keywording display
Default settings for keywording
Keywording forms for various file types

Configuration, keywording

General

Use the default keyword list for index fields: Select this option to use a default keyword list (global) for index fields without a separate keyword list.

Keywording, default keyword listDefault keyword listConfiguration, default keyword list

Sort keyword lists alphabetically: Select this option to sort keyword lists automatically.

Keyword lists, sortSort, keyword listConfiguration, keyword list

Automatically activate keyword list filter: When this option is enabled, the keyword list is filtered automatically based on the characters that were entered.

Keyword list, filterFilter, keyword listConfiguration, keyword list filter

Show keywording dialog box when filing non-keyworded entries: Select this option to open the Keywording dialog box when filing a new document. The dialog box only appears when the document has not yet been keyworded. When this option is cleared, the document is automatically filed with the preset keywording form for new documents. The file name is used as the short name.

Keywording, dialog box when filingConfiguration, dialog box when filing

Keywording display

Show keywording in the preview with: The following options are available for the keywording preview:

Keywording, display in browserKeywording previewConfiguration, keywording preview

Internal ELO display: The keywording preview is displayed using the ELO software provided.
Browser display: The keywording preview is displayed in an embedded browser window.

Display extra text in the keywording preview: Select this option to display the text entered in the Keywording dialog box on the Extra text tab in the keywording preview.

Keywording preview, show extra textExtra text, displayConfiguration, extra text in the keywording preview

Default settings for keywording

Form for new folders: Specify which keywording form will be used for new folders.

Keywording, form for new foldersConfiguration, form for new folders

Form for new documents: Specify which keywording form will be used for new documents.

Keywording, form for new documentsConfiguration, form for new documents

Form for the keywording search: Select the keywording form that is used by default for the keywording search in this area.

Search, keywording searchConfiguration, form for the keywording search

Keywording forms for various file types

You can link file extensions with keywording forms in this area. The file extension is recognized when filing a document. The associated keywording form is set by default. When filing without keywording, the linked keywording form is used automatically.

Keywording formFile type, keywording formConfiguration, keywording form for file type

By default, the .js and .vbs file extensions are linked with the ELOScripts keywording form and the .eml and .msg file extensions are linked with the E-mail keywording form.

Use default: Click the Use default button to restore the original settings in this area.

New: Click the New button to add a new row for linking the file type and keywording form. Enter a file extension and select a keywording form.

X: Click on one of the buttons with an x icon to delete the corresponding row.