This dialog box allows you to configure your ELO Dropzone tiles.

Tile types

You can create four different tile types in ELO Dropzone:

• Filing tile

• Search tile

• Script tile

• Template tile

The configuration dialog box has six tabs:

• Type

• View

• Form

• Activation

• Fields

• Target

'Type' tab

Select what you want to use the tile for on the Type tab.

• Filing tile: A simple way to file new documents.
• Search tile: Runs a predefined search in ELO.
• Script tile: Uses script to call automated actions.
• Template tile: Creates new Microsoft Word documents from within ELO Dropzone. Clicking the template tile creates new documents, which will be assigned the corresponding metadata after saving.

Note: The following options are available on the various tabs depending on the tile you have selected. Fields that are not required will be locked automatically.

'View' tab

You configure how the tile is displayed on the View tab. You can select from several different icons and colors.

Name: Enter a name for your tile here.

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

Target: Click the Target field and from the drop-down menu, select whether a tile should trigger the File to ELO function or create a Microsoft Outlook e-mail (with or without attachment).

Description: 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 via the Tile collection.

Icon: Click the tile symbol to change the icon. There are 18 icons to choose from.

Color: Click the color icon to change the color of the tile. There are 18 colors to choose from.

'Form' tab

Click the Form tab to select a metadata form.

Form: The metadata form that is associated with the tile is displayed here.

Available metadata forms: Click one of the metadata forms available. The form you select is entered to the field on the left and is now connected with the tile.

'Activation' tab

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

Directory monitoring for filing tiles: If you select the option Documents\ELO folder monitoring for Office documents, the filing tile becomes a monitoring tile. ELO Dropzone monitors the following path in the Windows file system: C:\Users\<Windows user>\Documents\ELO\<tile name>. If there are Microsoft Office documents in the directory, they are filed in ELO based on the specifications of the tile. If you click Cancel to stop entering metadata for a document from the folder monitoring, the document is saved to the Not filed folder in the file system: C:\Users<Windows user>\Documents\ELO\Not filed.

Monitor PDF printer directory: Use the Monitor PDF printer directory area to automatically file documents to an output directory of a virtual PDF printer. Define the output directory via the system settings: Context menu > System settings > PDF printer directory.

1. Drag a regular expression of type Text to the Recognition field.

The corresponding documents are recognized in the output directory based on this variable. If you leave the Recognition field blank, the PDF printer directory is not monitored.

Optional: Right-click the To printer field to open the list of available printers. You can use this printer to print your document.

2. Select a printer.

Optional: When the Send as e-mail option is enabled, the detected documents from the printer directory are attached to an e-mail and sent.

Enabling this option requires a script, which in turn requires administrator rights.

For the ELO Java Client, file the JS.SendMail script to // Administration // Java Client Scripting Base.

The sample script should look like this.

function fromVBS_SendMail(param) {

var date = fromString(param);

var fileName = data["File.Path"];

var name = data["File.NameNoExt"];

if (fileName) {

workspace.sendMail(name, "", "", [fileName]);

return;

}

}

function fromString(param) {

var result = new Object();

var lines = param.split("\n");

for (var i = 0; i < lines.length; i++) {

var line = lines[i];

var ipos = line.indexOf("\t");

if (ipos > 0) {

var key = line.substring(0, ipos);

var value = line.substring(ipos + 1);

result[key] = value;

}

}

return result;

}

For ELOoffice, you need to create a VB script with the name JS.SendMail via the ELO menu > System settings > Scripts.

The script looks like this:

Set ELO = CreateObject("ELO.office")

Set oOutlook=CreateObject("Outlook.Application")

msg = ELO.GetCookie("JS.PARAM")

Data = Split(msg, vbLf)

for i = 0 to UBound(Data)

Line = Data(i)

if Left(Line, 9) = "File.Path" Then

Parts = Split( Line, vbTab )

Set oMail=oOutlook.CreateItem(0)

oMail.Subject = "From Dropzone"

call oMail.Attachments.Add(Parts(1), 0, 1)

oMail.Display

end if

Next

You need to create the JS.SendMail script via the ELO menu > System settings > Scripts in the ELO Windows Client. This requires administrator rights.

Use the above VB script JS.SendMail to do this (see ELOoffice). You need to change the script in one place: Enter the object name ELO.professional instead of ELO.professional in the first line of the script.

Activation via keyboard shortcut (search, templates, or scripts): You can use keyboard shortcuts to activate actions for search, script, and template tiles. 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.

Fields tab

Field configuration: Drag variables from external data sources to fields in the selected metadata form. On the left, you see all fields of the selected metadata form. You see all the Available variables on the right-hand side.

Load a sample document via the Load button to import additional variables. For example, if you load a Word document, Word opens briefly to analyze the document. ELO Dropzone then adds the detected metadata to the list of available variables.

The variables are displayed in the fields in curly brackets. This means that every time a document is processed using this tile, ELO immediately recognizes which data to read for the metadata. You can also drag multiple variables to a field in this manner.

You can also read just parts of metadata, such as the first three letters of a first or last name. To do this, enter the position of the first letter to be read and the number of letters to be read after the data inside the curly bracket. For example, entering {All.Author(1,3)} only reads the first three letters starting from the first character.

'Target' tab

The Target tab has different uses depending on the type of tile.

The Target tab for a filing tile is used as follows. Functions relevant for the other tiles are addressed separately.

Filing path: Enter a filing path in the repository for an incoming document type. Use the Delimiter button to create a pilcrow symbol for separating the folder levels. Do not enter a separator at the end of the path.

Alternative: Clicking Apply path uses the path selected in ELO as the filing target.

Existing variables: You see the existing variables in the Existing variables area. You can drag these variables to the target path in ELO. Click Load to load a sample document to the configuration. ELO automatically reads all the metadata in the document. You can now drag individual metadata to the fields. If the filing path does not exist, it will be created automatically.

File to/search in ELO: When the File directly or search without dialog box option is selected, the item is filed directly to the repository without confirmation. If you check the Delete original file after filing box, the original file is deleted after filing.

Automatic check-in after editing: This check box is only enabled for Template tiles. After it has been edited in Microsoft Word, the document is automatically checked back in.

Date limit: This field is only enabled for Search tiles. You can restrict the period of your search via the drop-down menu. Six options are available: Unlimited, One week, One month, One quarter, One year, Three years.

Database search: Run a database query. The value entered here overrules manual entries in the Direct entry field. Refer to the

Script call after activation or filing: You can enter the name of the executing script here.

Enter the desired script call to the Script call after activation or filing area.

The script call uses the following convention:

JS.<name>