The Advanced settings area of the Configuration dialog box contains the following settings.

General

Drag and drop onto the top level of a view: If this setting is selected, the entry is inserted at the top repository level when dragging and dropping onto a tile view. If this option is disabled, the entry is inserted at the location currently selected in the view.

Information: If a document is dragged to a view that only contains a branch of the repository, the document is filed at the top level of this view.

Always use short name as file name outside of ELO: Select this option to always use the short name of an entry as the file name. The file name is then used when sending a document by e-mail, for example. If this option is enabled, the File name field is ignored on the Options tab of the metadata form.

Optimize collaboration between Java Client and DMS Desktop: This option should only be selected if the ELO Java Client is used together with ELO DMS Desktop. Select this option to avoid slow load times when opening Microsoft Office documents.

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.

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.

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.

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.

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

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 the document is available when entering metadata, for example.

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.

Automatically file documents assigned a metadata form with existing filing definitions: Select this option to automatically file documents if you have entered all metadata and the documents have a valid filing definition. The documents are filed as soon as you close the Metadata dialog box by clicking OK or Apply and next. You do not need to run the Automatic filing function.

Information: You cannot create or edit metadata forms in the ELO Java Client. Contact your system administrator if you have any questions about automatic filing and the filing definition.

Automatically convert TIFF files to PDF when filing to ELO: TIFF files are automatically converted into PDF files when filed to ELO.

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

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

You can select from the following options:

• Separator page

• Blank page
• Delete separator page and blank pages

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 folder in the file system

Include child directories when moving to the Intray: Enable this option to include all child directories of the specified Intray directories when refreshing the Intray work area.

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 button (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.

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.

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.

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

Default name for new workflows: In this area, you specify the default settings for the name of new workflows. You can change the name when you start the workflow.

Choose from the following options:

• Name of workflow template
• Short name of entry
• Name of workflow template + short name of 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.

Save signature files: Select this option to save signature files in ELO.

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

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

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.