Configuration

In the Configuration dialog box, you can change the general settings for all accounts as well as individual settings for each individual account. You can open the configuration from the context menu for the tile navigation.

ConfigurationSettings

General: Configuration for all accounts

When you open the configuration, you will see the area General: Configuration for all accounts. This is where you define settings that apply for all accounts.

Configuration, generalSettings, general

You can perform the following settings:

  • Log file: If this option is enabled, a log file is created on the device's external storage.
  • View log file: To open an existing log file, tap View log file.
  • Notify support: To send an e-mail to ELO support in an external application, tap Notify support. If a log file is available, it will be attached.
  • Delete log file: Tap Delete log file to delete a created log file.
Log fileConfiguration, log fileSupport, notifyDelete, log file

Individual account settings

In addition to the general settings, which apply to all accounts, you can also apply settings for an individual account.

Configuration, individual accountSettings, individual account

1. Tap the account you want to make the settings for.

The submenu for the selected account appears. The selected account is highlighted in blue. You can perform the following settings:

Local storage

Use external storage: Choose whether local files should be saved to an external storage medium, such as an SD card, or to the internal storage of the device. Externally saved files are available to other programs and users.

Please note: Switching the storage mode can result in complications. If you have stored entries to internal storage and then switch to external storage mode, for example, you can no longer access these entries in the Offline work area. In this case, change the storage mode for the entries.

Delete local data: Tap Delete local data to remove all data stored on the device or the external storage.

Configuration, local storageConfiguration, external storageLocal storageExternal storage

Cache

Use external storage: Choose whether cache files should be saved to an external storage medium, such as an SD card, or to the internal storage of the device. Externally saved files are available to other programs and users.

Delete cache directory: Tap Delete cache directory to delete all cache files of the active account.

CacheConfiguration, cacheDelete, cacheDelete, local data

Network

Automatic data set filing: Decide when data sets are automatically filed to the ELO repository. Tap to open the following options:

  • With any connection: The data sets are transferred as long as the device is connected to the Internet.
  • Only over Wi-Fi: The data sets are only transferred if a Wi-Fi connection is established.
  • No automatic filing: The data sets are not filed automatically.

Keywording

Before you can keyword new folders or documents in ELO for Mobile Devices, your administrator has to create a form and link it to the keywording form.

Keyword, documentKeyword, folderDocument, keywordFolder, keywordKeyword, with formForm, for keywording

Information: If a form has not been assigned to the keywording form, ELO for Mobile Devices loads a default form with the fields Short name, Document date, and Extra text.

Keyword on filing: If you create a new folder or add a file, you can keyword the entries directly. There are different options for keywording new folders and documents. Tap to open the following options:

  • Always use the form: If this option is enabled, you will always see a keywording dialog box when filing documents or folders. The entries will be keyworded using the form that was assigned to the keywording form. If a form has not been assigned, the system uses the default form with the Short text, Document date, and Extra text fields.
  • Only for keywording forms with form: If this option is enabled, the keywording form will only appear if the selected keywording form is linked to a form. If a form has not been assigned, the new entry is automatically filed with the default form. The default form contains the Short text, Document date, and Extra text fields.
  • No keywording on filing: If this option is enabled, the keywording form dialog box will not appear when you file entries. The new entry is automatically filed with the default form. The default form contains the Short text, Document date, and Extra text fields.

Keyword on serial filing: There are different options for filing multiple documents. Tap to open the following options:

  • Always use the form: If this option is enabled, you will always see a keywording dialog box when filing documents. The entries will be keyworded using the form that was assigned to the keywording form. If a form has not been assigned, the system uses the default form with the Short text, Document date, and Extra text fields.
  • Only for keywording forms with form: If this option is enabled, the keywording form will only appear if the selected keywording form is linked to a form. If a form has not been assigned, the new entry is automatically filed with the default form. The default form contains the Short text, Document date, and Extra text fields.
  • No keywording on filing: If this option is enabled, the keywording form dialog box will not appear when you file entries. The new entry is automatically filed with the default form. The default form contains the Short text, Document date, and Extra text fields.

Task settings

Sort order of the tasks lists: Choose how your tasks should be sorted. Tap to open the following options:

  • Date/Priority/Name
  • Name/Priority/Date
  • Priority/Date/Name

Show group tasks: Choose whether group tasks should be displayed.

Show substitution tasks: Choose whether substitution tasks should be displayed.

Show escalations: Choose whether to display escalations for tasks.

Configuration, tasksTasks, settings

Search settings

Specify which fields to include during a search. The following fields are available:

  • Short name
  • Extra text
  • Index fields
  • Full text
Configuration, searchSearch, settingsSearch, fields searched

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