You will find the following settings in the Dialog boxes area of the Configuration dialog box.

General

Show documents in tree view in dialog boxes: If this option is selected, the documents are displayed in dialog boxes with a tree view. If the option is disabled, only the folder structure is displayed.

Ask for confirmation when the following number of documents are opened simultaneously: When you open or edit many documents at the same time, it can take a while for them to load in the client. Use this option to specify how many documents you can open or edit at the same time.

Always show buttons in dialog boxes in this order: This option enables you to specify the order of the OK and Cancel buttons in the dialog boxes.

Version comment

Dialog box for entering a version comment: When you store a new version of a document, you can enter a comment for this version. Select an option for displaying the version dialog box.

Notifications

Show message when postponing a workflow: If you select this option, you will be notified that the postponed workflows will be hidden in the task list.

Show message if retention period was set: If you select this option, a notification window is displayed when closing the Metadata dialog box. The message only appears if you have entered a retention period on the Options tab. In this case, you will be notified that you cannot delete a document with a retention period before the deadline has expired.

Show message if metadata does not contain a personal identifier: If this option is enabled, a message is displayed when closing the Metadata dialog box if the fields Personal identifier and Deletion period are empty.

Show message when setting the document status to "Non-modifiable": Define whether you want to show a message when setting the Non-modifiable document status.

Show message when deleting files in the Intray: Documents in the Intray have not been filed to ELO yet. If you delete documents in the Intray, the documents (and metadata) are removed and cannot be restored. Select this option to show a pop-up notification when deleting Intray documents. You will be asked to confirm the deletion process.

Show message in the "Metadata" dialog box when changing metadata forms: If you select this option, a message is displayed when you assign the entry a different metadata form in the Metadata dialog box. The message only appears if a field that you already edited does not exist in the new metadata form.

Show message when revoking your own read or write permissions: Define whether or not a message should appear when a user wishes to revoke their own read or write permissions.

Show message when overwriting existing metadata with serial filing: Specify whether to display a message when overwriting existing metadata with serial metadata.

Show message when searching for multiple terms in different areas of iSearch: Specify whether to display a message when you perform a search with multiple terms in multiple areas (full text, metadata, and feed). When you perform a search with multiple terms, only results containing all the search terms are found.

Restart required message when activating/deactivating a substitution: Specify whether you want a message to be displayed when you activate or deactivate a substitution. Changes to substitutions do not take effect until you restart the client.

Annotations when sending as PDF

In this area, you specify how annotations placed on a document are handled when creating and sending a PDF file.

Please note: When you create a PDF, margin notes are not embedded. The embedded annotations can no longer be edited.

• Confirm via a dialog box: A dialog box opens. In this dialog box, you can choose how to proceed with the annotations.
• Do not embed annotations: The annotations will not be embedded in the PDF.
• Embed annotations in the PDF file: The annotations will be embedded into the PDF during conversion.

Inherit permissions when moving entries

Behavior for differing permissions when moving documents: In this area, specify what to do with permissions when moving an entry in the repository. Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In this dialog box, you can choose how to proceed with permissions when moving entries.
• Keep previous permissions unchanged: The moved entries retain the previous permissions.
• Replace with the permissions of the target folder: The moved entries inherit the permissions of the target folder.
• Replace permissions inherited from the previous folder, keep individual permissions: The moved entries inherit the permissions from the target folder. Any additional permissions will be retained.

Drag-and-drop

Behavior when dragging a file within the repository: This is where you specify the settings for moving entries in the Repository work area using drag-and-drop.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. This is where you specify whether the entry is moved or referenced.
• Move: The entry is moved to the new position without confirmation.
• Reference: The entry remains at its original filing location. A reference to the entry is created at the target location with confirmation.

Behavior when dragging a file to a document in ELO: This is where you specify the settings for dragging an external document onto a document that already exists in ELO.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In the dialog box, you can determine what ELO should do in each case.
• File as a new version of the document: This creates a new version of the document.
• Attach to front: The file is attached to the front of the document you have dragged it to.
• Attach to back: The file is attached to the end of the document you have dragged it to.
• File as new document in ELO: The document is filed to ELO as a new document.
• File as a new document with the same metadata: The document is filed to ELO as a new document. The new document is filed with the same metadata as the document that you drag the file to.

Information: If you have selected the File as a new version of the document option, you cannot drag and drop onto a checked-out or deleted document.

Confirm via dialog box if you want to cancel metadata entry when filing multiple documents: If this option is enabled, a dialog box will appear if you cancel the metadata entry asking whether you want to file the documents with the default metadata. If the option is not enabled, the action is aborted without asking you for confirmation.

Duplicate check

Behavior when filing a duplicate: When filing documents, the client recognizes whether the document already exists in ELO. This where you specify how duplicates should be handled.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In the dialog box, you can determine what ELO should do in each case.
• Reference: Automatically creates a reference. The entry only exists once in ELO.
• File again: The document is stored in duplicate.

Load new version

Behavior with an identical new document version: This option refers to the Load new version function. Available in: Ribbon > Document > Versions

This determines how the program behaves when an identical document is loaded as a new document version using the Load new version function.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In the dialog box, you can determine what ELO should do in each case.
• Cancel loading the new version: No new version is created.
• File as new version anyway: Creates a new version with identical content.

Check in

Behavior when checking in an unmodified document: This option refers to the Check in function. Available in: Ribbon > Document

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In the dialog box, you can determine what ELO should do in each case.
• Cancel editing and restore original version: No new version is created.
• File as new version anyway: Creates a new version with identical content.

Delete reference

Behavior when deleting a reference: Use this option to specify whether you want a dialog box to appear before deleting a reference and what ELO should do if the dialog box is deactivated.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In the dialog box, you can determine what ELO should do in each case.
• Delete reference only: If this option is enabled, a dialog box will not appear. Only the reference will be deleted. The original document will not be deleted.
• Delete original document and reference: If this option is enabled, a dialog box will not appear. The reference and the original document will be deleted.

Multiple entries as link

Behavior when creating a link when multiple entries are selected: Use this setting to define the program behavior when multiple selected entries are sent as an ELO link.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In the dialog box, you can determine what ELO should do in each case.
• Create one ELO link for each entry: This option creates an ELO link for each entry sent.
• Create one ELO link for all entries: This option creates one ELO link for all entries.

Print separator pages

Behavior when printing a separator page: This is where you specify the type of separator page to be printed.

Separator pages are needed for the Join pages function, for example. To print a sample separator page, click New > Scan > Scan profiles > Print separator page on the ribbon.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In the dialog box, you can determine what ELO should do in each case.
• Print separator page with horizontal bar: This option prints separator pages with a horizontal bar..
• Print separator page with vertical bar: This option prints separator pages with a vertical bar.

Delete from the Clipboard

Behavior when deleting from the Clipboard: If you use the Delete function for an entry on the Clipboard, you need to specify whether to only remove the entry from the Clipboard or delete it in ELO.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In the dialog box, you can determine what ELO should do in each case.
• Remove from Clipboard: The entry is deleted from the Clipboard but remains in ELO.
• Delete in ELO: The entry is removed from the Clipboard AND deleted in ELO.

Delete from the search

Behavior when deleting in the search: This option enables you to specify how the program behaves when you delete a document in the Search work area.

Choose from the following options:

• Confirm via a dialog box: A dialog box opens. In the dialog box, you can determine what ELO should do in each case.
• Remove from search results: The entry is removed from the search results but remains in ELO.
• Delete in ELO: The entry is removed from the search results AND deleted in ELO.

Logon dialog box

Show logon dialog box when closing the program: If this option is selected, the logon dialog box is displayed when closing the program.

Show dialog box for selecting functional roles during logon: If a user has been assigned functional roles (e.g. administrator), a dialog box for enabling the roles opens when the users logs on.

General buttons

The following buttons are always located in the lower part of the dialog box.

OK: Click OK to close the dialog box and save the configuration.

Cancel: Discard the current settings. Changes are not saved.

For administrators

Information: The following functions are only available to administrators.

Select user: Select a user or option group via the Select user button to assign the user/option group specific settings in the configuration.

Transfer settings to other users (arrow icon): Transfer the settings you made to one or multiple users or an option group.

Save the settings of the configuration as a file (disk icon): This option saves the settings of the configuration as a file.

Load existing settings for the configuration (folder icon): Load the settings from a configuration file.

Delete settings (X icon): Click here to delete all settings you made for an option group or other users. This restores the settings to their default values.