Type

With a search tile in ELO Dropzone, you can configure the desired search terms via the metadata fields of a metadata form. It is also possible to define search tiles that you can activate using keyboard shortcuts. You can create multiple keyboard shortcuts for different searches.

Add new tile

1. Right-click the middle window of ELO Dropzone.

The ELO Dropzone context menu appears.

2. Click the Edit mode for personal tiles menu item.

Alternative: Click Edit mode for global tiles to create a global search tile.

Alternative: Click the button with the pencil icon.

ELO Dropzone switches to edit mode. The sand-colored background indicates that you are in edit mode.

3. Open the ELO Dropzone context menu.

4. Click the Add new tile menu item.

A new tile appears.

Defining a search tile

1. Double-click the new tile.

The Configure tile dialog box appears. The Type tab is open.

2. Click the magnifying glass icon.

The Search tile type is selected.

View

1. Click the View tab.

The View tab opens.

2. Click the Name field and enter a name for the search tile.

3. Click the Group field and assign the tiles to the desired display group via the drop-down menu.

4. Click the Description field and enter what you want to use the tile for. The description of a tile is particularly useful when you want to make the tile available to other users in the Tile collection.

5. Click the gray tile to change the tile icon.

The available tile icons appear.

6. Click an icon.

7. Click the color square to change the color of the tile.

The available colors appear.

8. Click a color.

You have defined the tile name, tile icon, and tile color.

Form

1. Click the Form tab.

The Form tab opens.

2. Click one of the available metadata forms.

You have linked the tile to a metadata form.

Fields

1. Click the Fields tab.

The Fields tab opens. On the left, you see all fields of the selected metadata form. You see all the Available variables on the right-hand side.

Information: Load a sample document via the Load button to import additional variables.

Optional: Use the fields of the selected metadata form to specify search terms. You have the following options:

• Enter search term

• Drag a variable to a index field.

Information: You can use a combination of both methods.

Target

1. Click the Target tab once you have defined the search terms.

The Target tab opens.

Optional: If the File directly or search without dialog box option is enabled, the search is automatically run with the information entered to the Fields tab. The search results appear directly in the ELO client.

When the option is disabled, the Search metadata dialog box appears when you activate the search tile. In this case, you can enter or change search terms manually.

2. Restrict the ELO search using the Date limit field. The following six options are available in the drop-down menu: Unlimited, One week, One month, One quarter, One year, Three years.

Optional: Run a database query. The value entered here overrules manual entries in the Direct entry field.

3. Click Save once you have made all changes.

The Configure tile dialog box closes. The new search tile appears in ELO Dropzone. ELO Dropzone remains in edit mode.

3. Right-click the context menu in ELO Dropzone to finish editing.

You have now set up a search tile. You can start the search process by clicking the search tile.

Alternative: Activation via keyboard shortcut

The Activation tab offers additional options for defining tiles. The available options depend on the selected tile type.

You can create keyboard shortcuts for search tiles. The following applies:

• The keyboard shortcut activates the search.
• The search is carried out and the respective contents are transferred as a variable.

Please note: Keep in mind when selecting keyboard shortcuts that some may already be in use by other programs.

You can choose one of the following actions from a drop-down menu when configuring a keyboard shortcut for the search.

• Apply Clipboard contents
• Copy with CTRL+C
• Copy with double-click
• OCR window contents
• Only activate

Apply Clipboard contents

The contents of the Windows Clipboard are applied.

1. Select the menu item Apply Clipboard contents in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is shown in the field.

4. Switch to the Fields tab.

5. Assign a field with the variable {Clipboard.ALL} to the short name in the Entries to fields area. In this example, we want to search the Short name field.

You have now activated the search from the Clipboard.

Copy with CTRL+C

Simulates a copy process with CTRL+C.

1. Select the menu item Copy with CTRL+C in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is shown in the field.

4. Switch to the Fields tab.

5. Assign a field with the variable {Clipboard.ALL} to the short name in the Entries to fields area.

You have now activated the CTRL+C search.

Copy with double-click

Simulates a copy process with double-click from the current mouse position.

1. Select the menu item Copy with double-click in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is shown in the field.

4. Switch to the Fields tab.

5. Assign a field with the variable {Clipboard.ALL} to the short name in the Entries to fields area.

You have now activated the double-click search.

Information: Please keep in mind that a double-click simply highlights a word at the cursor position. Therefore, it is not possible to search for multiple words.

OCR window contents

Evaluates the current window contents, e.g. of TIFF or JPG images, using OCR.

1. Select the menu item OCR window contents in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is shown in the field.

4. Switch to the Fields tab.

5. Assign a field with the variable {Clipboard.ALL} to the short name in the Entries to fields area.

You have now activated the search using OCR window contents.

Only activate

Enables the defined keyboard shortcut without running a Clipboard action.

1. Select the menu item Only activate in the drop-down menu of the Activation via keyboard shortcut (search, templates, or scripts) area.

2. Click the field in the Activation via keyboard shortcut (search, templates, or scripts) area.

The cursor blinks in the field.

3. Enter the desired keyboard shortcut.

The keyboard shortcut is shown in the field.

You have now activated the Only activate search.