The following settings are located in the Advanced settings 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

Drag and drop onto the topmost level of a view filter: If this setting is selected, the entry is added at the topmost repository level when filing via drag and drop to the button of a view filter. If the setting is cleared, the entry is set at the place in the repository that is currently selected in the Repository work area.

Information: If a document is dragged to a view filter that only contains a branch of the repository, the document is filed at the topmost repository level of this branch.

Always use short name as file name outside of repository: Select this option to always use the short name of an entry as the file name. For example, the file is used when sending a document by e-mail. When this option is selected, the File name field is ignored on the Options tab.

Optimize collaboration between Java Client and DMS Desktop: This option should only be selected when the ELO Java Client is used together with ELO DMS Desktop. Select this option to avoid excessive load times for Microsoft Office documents.

Transfer checked out documents to the server when logging off: Select this option to save checked out documents to the server after the user logs off. When users log onto another workstation, their checked out documents are also stored there.

Folder check out: Check out locked references: This option refers to checking out folders. If there are references in a checked out folder, these are also stored in the checkout directory. To lock the references and original files when checking out folders, select the option Folder check out: Check out locked references.

Please note: If you check out a folder with all the references, you cannot check in the individual references separately. Instead, you need to check in the entire folder. In addition, you cannot check in the original documents that are linked to the references until you have checked in the entire folder.

Add scan document in the repository: add new pages at the start of document: When this option is enabled, the newly scanned pages are inserted before the first page of the existing document.

Settings for the Intray work area

Refresh interval for the Intray in minutes: Enter a number greater than zero to the Refresh interval for the Intray in minutes field if you want the Intray work area to automatically refresh at regular intervals. The value zero means that the Intray will not automatically refresh.

Refresh Intray when opened: Select this option to automatically refresh the Intray work area every time it is called. Refreshing also includes the monitored folders.

Start OCR (text recognition) in the Intray: Select this option to start with the text recognition as soon as a document is filed to the Intray work area. The text content of a document is available in the Intray, for example when keywording.

Show preview of all scanned pages during the scan process: Select this option to display the preview of the scanned pages during the scan process.

Automatically file keyworded documents with existing filing definitions: Select this option to automatically file documents in the Intray if you have entered all keywording information and the documents have a valid filing definition. Filing will take place as soon as you close the Keywording dialog box by clicking OK or Apply & Next. You do not need to run the Automatic filing function.

Information: You cannot create or edit keywording forms in the ELO Java Client. Therefore, please contact your system administrator for questions on automatic filing and on the filing definition.

Automatically convert TIFF files to PDF when filing to the repository: TIFF files are automatically converted into PDF files during filing to the repository.

Join pages: Determine which type of separator pages will be used for the Join pages after separator pages function.

You can select from the following options:

• Separator page

• Blank page
• Delete separator page and blank pages

Transfer Intray to server when logging off: Select this option to save checked out documents to the Intray work area after the user logs off. When the user logs onto another workstation, the documents in the Intray are also available here.

Intray folder in the file system

Include child directories when importing into the Intray: Enable this option to include all child directories of the specified Intray directories when refreshing the Intray work area.

New: Click the New button to select a folder in the file system to use as the Intray folder.

Information: You can use the variables "%USERTEMP%" and "%APPDATA%" in the Intray folder.

Directory: The Directory field shows the path to the designated Intray folder.

X: Click theRemove directory buttons (X icon) to remove the corresponding link to a folder in the file system.

Workflow

Default duration of a workflow postponement in days: You can postpone a workflow for later editing. Use this option to define the default settings in days for the Postpone workflow dialog.

Start workflow in edit mode: Select this option to edit the selected workflow template when starting a new workflow. If this option is cleared, only one list of templates appears. In this case, you can open the workflow templates via the Show template button.

Show successor node users when passing workflows forward: The name of the successor node will be displayed in the Pass workflow forward dialog box in addition to the name of the user/group that is entered as the node editor.

Automatically refresh the "Workflow overview": Define here whether the list of workflows in the Workflow overview dialog box is always refreshed automatically.

Default name for new workflows: In this area, you define how new workflows will be named by default. The name can be changed when you start the workflow.

Choose from the following options:

• Name of workflow template
• Short name of the entry
• Name of workflow template + short name of the entry
• Short name of entry + name of workflow template

My ELO

Here is where you define when to automatically subscribe to a feed.

Choose from the following options:

• When filing a document
• When creating a new folder
• When checking in a new version
• When creating a post or comment

Signature

Recognize signature files: In the File extensions field, specify which file extensions are to be recognized as signature files.

Information: You can enter multiple file extensions. You need to separate the entries from each other with periods.

File signature files: Select this option to file signature files.

Include signature file when sending documents: Select this option to also send the associated signature file when sending a document.

Automatically save the verification log of the signature check as an attachment: Select this option to store the verification logs of the documents as an attachment.

Direct signature check for display: Select this option to start the signature check while displaying a signed document.