The Dialog boxes area of the Configuration dialog box contains the settings for the following topics:

• General
• Version comment
• Notifications
• Annotations when sending as a PDF
• Inherit permissions when moving entries
• Drag-and-drop
• Duplicate check
• Load new version
• Check in
• Delete reference
• Multiple entries as link
• Print separator pages
• Delete from the Clipboard
• Delete from the search
• Logon dialog box

General

Show documents in tree view in dialog boxes: If this option is selected, the documents are displayed in tree view in dialog boxes such as Filing, Move elements or Reference.

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: Use this option to define whether the OK button or the Cancel button always appears first in the dialog boxes.

Version comment

Dialog box for entering a version comment: 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 message 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 display a message when setting the Non-modifiable document status.

Show message when deleting files in the Intray: Documents in the Intray are not yet in the repository. When you delete documents in the Intray, the documents (and metadata) are removed and cannot be restored. Select this option to show a message 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 switch forms 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 removing your own read or write permissions: Specify whether to display a message when a user wants 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.

Show 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 a PDF

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

Please note: When you create a PDF, margin notes on the split bar 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 permission settings.
• Replace with the permissions of the target folder: The moved entries inherit the permission settings of the target folder.
• Replace permissions inherited from the previous folder, keep individual permissions: The moved entries inherit the permission settings from the target folder. Any additional permission settings will be retained.

Drag-and-drop

Behavior when dragging and dropping within the repository: Here is where you specify the settings for moving documents in the Repository work area using drag-and-drop.

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.
• Move: Moves the selected entries without confirmation.
• Reference: Creates references without 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 a new document in the repository: The document is filed to the repository as a new document.
• File as a new document with the same metadata: The document is filed to the repository 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 the repository. This is where you specify how to proceed with duplicates.

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: This automatically creates a reference.
• 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 on the Document tab > 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: A new version is not 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 on the Document tab.

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: A new version is not 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 sending multiple entries 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 sent.

Print separator pages

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

Separator pages are needed for the Join pages after separator pages function, for example. To print a separator page pattern, switch to the Intray work area. Open the Scan profiles dialog box and click the Print separator page button.

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: When you select this option, a message appears when you delete an entry from the Clipboard. The message explains the difference between the Delete and Remove from Clipboard functions.

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: Entries deleted from the Clipboard are removed from the Clipboard but not from the repository.
• Delete in repository: Entries deleted from the Clipboard are removed from the Clipboard AND the repository.

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 selected entries are removed from the search results but not from the repository.
• Delete in repository: The selected entries are removed from the search results AND the repository.

Logon dialog box

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

Show dialog box for selecting functional roles during logon: If this option is enabled, users with a functional role will see the Enable role dialog box when they log on.

Functional roles are designed to assign users different sets of rights and permissions for different tasks. For example, if a user has to perform administrative tasks that require special rights and/or authorizations, that user can enable the role Team leader. Once the task is completed, the user can disable the role again.

Functional roles are created as groups in the ELO Administration Console. You need to enable the Functional role option for the respective group. Members of the respective groups are assigned this functional role. If the role is enabled, the rights and permissions of the respective group are also enabled.