ELO Documentation

Advanced settings

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

General

Settings for the Intray work area

Intray folder in the file system

Workflow
My ELO
Signature

Configuration, advanced settings

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 option is cleared, the entry is set at the place in the repository that is currently selected in the Repository work area.

Drag-and-drop, use topmost levelConfiguration, drag-and-drop

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. If this option is enabled, the File name field is ignored on the Options tab.

Short name, use as file nameConfiguration, file name

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.

DMS DesktopConfiguration, DMS Desktop

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. If the user logs onto another workstation, they have access to documents that they have checked out.

Documents, save when checked outServer, save documentsSave, when checked outConfiguration, save documents

Checking out a folder: Check out and lock 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 Checking out a folder: Check out and lock references.

Check out, foldersFolder, check outConfiguration, check out folder

Please note: If you check out a folder with all the references, you cannot check in the 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.

Automatically compress e-mail attachments into a ZIP archive: Enter a maximum value here. If the number of e-mail attachments exceeds this limit, the e-mail attachments will be automatically compressed into a ZIP archive.

Configuration, automatically compress e-mail attachments into a ZIP archiveE-mail, automatically compress e-mail attachments into a ZIP archive

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.

Intray, refreshRefresh, IntrayConfiguration, refresh interval for the Intray in minutes

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

Configuration, refresh Intray when opened

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, for example when keywording.

Intray, text recognitionOCRText recognitionConfiguration, OCR

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.

Preview, scanScan, previewConfiguration, scan

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 takes place as soon as you close the Keywording dialog box by clicking OK or Apply and next. You do not need to run the Automatic filing function.

Automatic filingFiling, automaticConfiguration, automatic filing

Information: You cannot create or edit keywording forms in the ELO Java Client. 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.

Filing, PDF conversionPDF conversionConfiguration, PDF conversion

Create searchable PDFs: If this option is enabled, TIFF files are sent to OCR during automatic conversion to create searchable PDFs.

Configuration, create searchable PDFsPDF, create searchable

Join pages after separator pages: Specify which type of separator pages to use for the Join pages after separator pages function.

JoinSeparator pagesConfiguration, join pages after separator pages

You can select from the following options:

Separator page

Blank page
Delete separator page and blank pages

Server, save documents

Save Intray on server when logging off: Select this option to save checked out documents to the Intray work area after the user logs off. If the user logs onto another workstation, they have access to their Intray documents.

Intray, save documentsDocuments, save IntraySave, IntrayConfiguration, save documents

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.

Configuration, Intray folderIntray folder

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

Workflow

Default duration for workflow postponement in days: You can defer a workflow for processing later on. Use this option to define the default settings in days for the Postpone workflow dialog box.

Workflow, postponementPostponement, workflowConfiguration, postponement

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.

Workflow, edit modeConfiguration, workflow template

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.

Workflow, show users of successor nodesConfiguration, pass workflow forward

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

Workflow, overviewOverview, workflowsConfiguration, workflow overview

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

Workflow, nameConfiguration, workflow name

My ELO

This is where you define the settings for automatically subscribing to a feed.

My ELOConfiguration, My ELO

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.

SignatureConfiguration, signature

Information: You can enter multiple file extensions. You need to separate the entries 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 signature verification log as an attachment: Select this option to store the verification logs of the documents as an attachment.

Configuration, verification log

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