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.
ConfigurationSettingsGeneral: 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, generalYou 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.
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 account1. 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: All local data is deleted when changing the storage location. This includes entries in the den Offline and Clipboard work areas and data sets that have not yet been transferred to the repository.
Storage location for local data: If the Use external storage option is enabled, you can select a storage location (e.g. an SD card) for the local data.
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 storageCache
Delete cache directory: Tap Delete cache directory to delete all cache files of the active account.
CacheConfiguration, cacheDelete, cacheDelete, local dataNetwork
Automatic data set filing: Decide when data sets are automatically filed to ELO. 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.
Metadata
Before you can enter metadata for new folders or documents in ELO for Mobile Devices, your administrator has to create a form and link it to the metadata form.
Enter metadata, documentEnter metadata, folderDocument, enter metadataFolder, enter metadataEnter metadata, with formForm, for entering metadataInformation: If a form has not been assigned to the metadata form, ELO for Mobile Devices loads a default form with the fields Short name, Document date, and Extra text. If a metadata form contains mandatory fields, your administrator will have to create a form and link it to the metadata form so it can be selected in ELO for Mobile Devices.
Enter metadata on filing: If you create a new folder or add a file, you can enter metadata for the entries directly. There are different options for entering metadata for new folders and documents. Tap to open the following options:
- Always use the form: If this option is enabled, you will always see a metadata dialog box when filing documents. The form assigned to the metadata form is used to enter the metadata. 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 metadata forms with form: If this option is enabled, the metadata form will only appear if the selected metadata 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.
- Do not enter metadata: If this option is enabled, no metadata dialog box opens. The new entry is automatically filed with the default form. The default form contains the Short text, Document date, and Extra text fields.
Enter metadata on serial filing: There are different options for entering metadata when filing multiple documents. Tap to open the following options:
- Always use the form: If this option is enabled, you will always see a metadata dialog box when filing documents. The form assigned to the metadata form is used to enter the metadata. 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 metadata forms with form: If this option is enabled, the metadata form will only appear if the selected metadata 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.
- Do not enter metadata: If this option is enabled, no metadata dialog box opens. 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, settingsSearch settings
Specify which fields to include during a search. The following fields are available:
- Short name
- Extra text
- Fields
- Full text