This Help topic refers to the following versions;
þ Enterprise þ Professional þ Personal þ Small Business
The Workstation Defaults Window box can be reached from the Tools Menu in the Options item of the DocuXplorer desktop.
Options on this screen can be changed by the user, no administrative access is required.
All DocuXplorer Workstation default settings are written to the Windows Registry - defaults set in this window affect Cabinets, Drawers, Folders, and Documents added, copied, or moved at the workstation level. These default settings are specific to a workstation.
The defaults to set are:
Display full document path of document on Title Bar
The document viewer will display the full document path Cabinet/Drawer/Folder/Document on the Title Bar
Save form position before each window closes
Saves window positions so that when a user opens that window again it will display in the same position last used.
Confirm updates when saving Documents
When selected DocuXplorer displays a dialogue box requesting confirmation before saving a document
Confirm updates when copying or moving Documents
When selected the Update Documents feature is enabled. A dialogue box is displayed when you move or copy a document into a Cabinet that already contains a previous version of the same document. The dialogue box informs users of any changes to the document’s index or image and asks the user to update the original document or create a new document.
Confirm updates when copying or moving Folders
When selected the Update Folders feature is enabled. A dialogue box is displayed when a user moves or copies a folder into a Cabinet that already contains the same folder. The dialogue box informs users of any changes to the folder’s contents and asks the user to update the original folder or create a new folder.
Check for Program Updates at Startup
When selected this features allows DocuXplorer to automatically check for program updates at startup when an Internet connection is available.
Tip:
On Enterprise systems where the DocuXplorer Program is being run from the server, set only one workstation to check for updates. The update will automatically update all users connected to the server.
Display application with Advanced Interface
DocuXplorer gives uses a choice of interfaces. The two interface modes are Basic and Advanced. The Basic Interface consists of two buttons that allows users access to the two most basic functions of a document management system, adding or finding a document. The Advanced Mode Interface gives users access to all the features and functions of DocuXplorer.
Show application icon on Taskbar at program startup
Select this option to have DocuXplorer place an icon in the Icon Tray when running. This option places a DX icon on the Taskbar icon tray on the left side of the Start Bar. By right clicking on the icon you can show or hide the DX desktop, change options, add or find a document or exit the program.
Export Directory
The Export Directory is the location of the default directory on the hard drive to save exported documents.
Send original files of imported document to the Recycle Bin
When selected, DocuXplorer will send original files of documents imported from a local drive to the operating system Recycle Bin. Documents imported from a shared network drive can not be sent to the operating system Recycle Bin and are deleted without the ability to be restored from the operating system.
Tip:
This feature provides you with a method of clearing imported files from your hard drive, preventing any confusion by assuring that all working documents are stored only in the DocuXplorer database.
Return to last selected folder on startup
When selected DocuXplorer will open to the folder lasted opened.
Menu selection to perform when double clicking on a document
This setting allows you to choose what happens when you double click on a document.
The choices are:
Default - Images documents open the Document Viewer and Associated Application documents open in their native program.
Open Attachment - All documents in their native program. Image documents will then open in the program associated in the registry with its file extension.
Open Document Viewer - All documents, both image and associated application documents will open in the DocuXplorer Document Window.
Document Conversion Process
This sets a global default that allows DocuXplorer to convert existing documents to PDF. This conversion process uses the DocuXplorer PDF Print Driver, while Docuxplorer defaults the Print Driver name to DocuXplorer - PDF. If a user changes the DocuXplorer Print Driver name this drop down list will allow those users to reset to the correct Print Driver to use for the conversion process.
Note:
The conversion process supports either the DocuXplorer PDF Print Driver or the Peernet e-TIFF 6.0 driver. The DocuXplorer PDF Print Driver is the default setting. The Peernet e-TIFF 6.0 driver is 3rd party software not supplied with DocuXplorer and will convert documents to a TIFF image.
For a document to be printable using the DocuXplorer Print Driver, the native program must be installed on that computer and the program must support printing from Windows Explorer.
Print Driver to execute for conversion process - select the print drive to execute during conversion process
Document Type created during conversion process - the displayed file extension represents the file type created by the conversion process.
Advanced
Reset all menus - reset all DocuXplorer menus to their original default settings. Use this function if menu display is lost
Reset attachment execution for associated document viewer - DocuXplorer uses Microsoft Internet Explorer technology to display a preview of Associated Application documents. Internet Explorer as a default asks if the document is to be opened in Internet Explorer or saved. For the purpose of viewing a preview of the document in the DocuXplorer Viewer Window choose the Open option. The message box also provides an option to not ask each time the function is executed. As long as you select Open you can select not be asked each time a document is added. There may be occasions where you need this function to be reset to ask each time a document is offered by checking this box and clicking Save and Close you will reset the option in Internet Explorer and DocuXplorer.