The following settings are located in the Dialog boxes area of the Configuration.

Select user: Select a user/option group via the Select user button to assign the user/option group certain settings in the configuration.

Transfer settings to other users (arrow icon): Transfer the settings you made to one or multiple users or an option group.

Save the settings of the configuration as a file (disk icon): This option saves the settings of the configuration as a file.

Load existing settings for the configuration (folder icon): Load the settings from a configuration file.

Delete settings (X icon): Click here to delete all settings you made for an option group or other users. This restores the settings to their default values.

General

Show logon dialog box when closing the program: When this option is selected, the logon dialog box is displayed when closing the program.

Display documents within the repository tree for corresponding dialog boxes: If this option is selected, the documents are displayed in a repository tree in a dialog box such as File to repository, Move elements or Reference.

Ask when more than the following number of documents are open simultaneously: When you open or edit many documents at the same time, there can be delays in the client. Use this option to determine at which number of documents a confirmation request will be sent when opening or editing.

Always show buttons in dialog boxes in this order: Use this option to define whether the OK button or the Cancel button always appears first in the dialog boxes.

Version comment

Dialog box for entering a version comment: Choose an option for the display of the version dialog box.

Notes

Show message when postponing a workflow: When you select this option, you will be notified when postponing a workflow that the postponed workflows will be hidden in the task list.

Display message if retention period was set: If you select this option, a notification window is displayed when closing the Keywording dialog box. The window only appears if you have entered a retention period on the Options tab. In this case, you will be notified that you cannot delete a document with a retention period before the deadline has expired.

Display message if keywording does not contain a personal identifier: If this option is enabled, a notification window is displayed when closing the Keywording dialog box if the fields Personal identifier and Deletion period are empty.

Show message when setting the status Non-modifiable: Define whether you want to show a message when setting the Non-modifiable document status.

Show message when deleting files in the Intray: Documents in the Intray are not yet in the repository. When you delete documents in the Intray, the documents (and keywording) are removed and cannot be restored. Select this option to show a pop-up notification when deleting Intray documents. You will be asked to confirm the deletion process.

Show message when changing keywording forms in the keywording dialog box: When you select this option, a notification window is displayed when changing forms in the Keywording dialog box. The notification window only appears if an index field that you already edited does not exist in the new keywording form.

Show message when revoking your own read or write permissions: Define whether or not a message should appear when a user wishes to revoke their own read or write permissions.

Notification when overwriting existing keywording with serial keywording: Define whether a message should appear when overwriting existing keywording with serial keywording.

Message when searching for multiple terms in different areas of iSearch: Determine whether a message should appear when you perform a search with multiple terms across multiple areas (full text, keywording, and feed). When you perform a search with multiple terms, only results containing all the search terms are found.

Annotations while sending as PDF

Determine in this area how annotations placed on a document are handled when creating and sending a PDF file.

Please note: When you create a PDF, margin notes are not embedded. The embedded annotations can no longer be edited.

• Confirm via a dialog box: A dialog box opens. Use the dialog box to define what happens to annotations.
• Do not embed annotations: The annotations will not be embedded in the PDF.
• Embed annotations in the PDF file: The annotations will be embedded into the PDF during conversion.

Inheriting permissions when moving entries

Behavior when permissions differ when moving an entry: You define in this area what happens to permissions when moving an entry in the repository. Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to define what happens to permissions when moving entries.
• Keep previous permissions unchanged: The moved entries retain the existing permission settings.
• Replace with the permissions of the target folder: The moved entries inherit the permission settings of the target folder.
• Replace permissions inherited from the previous folder, keep individual permissions: The moved entries inherit the permission settings from the target folder. Any additional permission settings will be retained.

Drag-and-drop

Behavior when dragging and dropping within the repository: Define in this area how documents are handled that are moved in the repository via drag and drop.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• Move: Moves the selected entries without confirmation.
• Create reference: Creates references without confirmation.

Behavior when dragging a file to a repository document: In this area, you define how to handle an external document that was added to a document in the repository via drag and drop.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• File as a new version of the document in the repository: This creates a new version of the document.
• Add pages to the beginning: The file is added to the front of the document you have dragged it to.
• Add pages to the end: The file is added to the end of the document you have dragged it to.
• File as a new document to the repository: The document is filed to the repository as a new document.
• File as a new document with the same keywording: The file is filed to the repository as a new document. The new document is keyworded with the same data as the file you drag it to.

Information: If you have selected the File as a new version of the document in the repository option, you cannot drag and drop to a checked out or deleted document.

Duplicate check

Behavior when filing a duplicate: The client recognizes when filing documents whether the document already exists in the repository. Define how already existing documents - duplicates - are handled here.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• Create reference: Automatically creates a reference.
• File again: The document is stored in duplicate.

Load new version

Behavior with an identical new document version: This option refers to the Load new version function > Document tab > Extend group.

With this, you define how the program behaves when an identical document is loaded as a new document version via the Load new version function.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• Cancel loading the new version: No new version is created.
• File as new version anyway: Creates a new version with identical content.

Check in

Behavior when checking in an unchanged document: This option refers to the Check in function, Start tab > Edit group.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• Cancel editing and restore original version: No new version is created.
• File as new version anyway: Creates a new version with identical content.

Delete reference

Behavior when deleting a reference: Use this option to determine whether you want a dialog box to appear before deleting a reference and what ELO should do if the dialog box is disabled.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• Delete reference only: If this option is enabled, a dialog box will not appear. Only the reference will be deleted. The original document will not be deleted.
• Delete original document and reference: If this option is enabled, a dialog box will not appear. The reference and the original document will be deleted.

Multiple entries as link

Behavior when creating a link when multiple entries are selected: Use this setting to determine the program behavior when multiple selected entries are sent as an ELO link.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• Create one ELO link per entry; Creates an ELO link for each entry sent.
• Create one ELO link for all entries: Creates just one ELO link for all entries sent.

Printing separator pages

Behavior when printing a separator page: Define in this area which type of separator page will be printed.

Separator pages are needed, for example, for the Join pages after separator pages function. To print a separator page pattern, switch to the Intray work area. Open the Scan profiles dialog box and click the Print separator page button.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• Print separator page with horizontal bar: Prints separator pages with a horizontal bar.
• Print separator page with vertical bar: Prints separator pages with a vertical bar.

Deleting from the Clipboard

Behavior when deleting from the Clipboard: When you select this option, a notification window appears when deleting an entry from the Clipboard. The notification window explains the difference between the Delete and Remove from Clipboard functions.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• Remove from Clipboard: Entries deleted from the Clipboard are removed from the Clipboard but not from the repository.
• Delete in the repository: Entries deleted from the Clipboard are removed from the Clipboard AND the repository.

Deletion from the search

Behavior when deleting in the search: With this, you define how the program behaves when you delete a document in the Search work area.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. Use the dialog box to determine what ELO should do in each case.
• Remove from the search result: The selected entries are removed from the search result but not from the repository.
• Delete in the repository: The selected entries are removed from the search result AND the repository.

General buttons

The following buttons are always located in the bottom area of the dialog box.

Apply: Save the settings made.

OK: Click OK to close the dialog box and save the configuration.

Cancel: Discard the currently made settings. The changes are not saved.