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:
Workstation Options
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
Preserve Desktop and Document Viewer positions
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 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.
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.
Automatically Save Index Set Changes
Each user of the system can individually use the option by checking it or turn it off by removing the check mark.
When this option is selected, changes will be saved to the Index Set properties automatically. For example, if you change one or more index set properties and move to a new folder, the settings and changes will be saved automatically as you leave. If the option is not checked and you move off the folder, the index set properties changed will revert back to what they were prior to any changes
Note:
To use this function a user must have security permission to modify Index Set properties.
Show application on icon tray at program startup
Enables DocuXplorer to display an icon on the Windows Desktop Icon Tray. Right click on the DocuXplorer icon in the Icon Tray to bring up a menu of DocuXplorer functions available from the Icon Tray.
Export Directory
The Export Directory is the location of the default directory on the hard drive to save exported documents.
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 - Image 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.
Interface Look and Feel
Allows users to select an interface from a drop-down list of standard, enhanced, and theme interface options
Show Field Hints
Allows user to select an option to display field hints when rolling over a column header.
Import Document Settings
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.
Automatically attempt to extract text from PDF
When checked DocuXplorer will attempt to extract text from a PDF document to use in a Full Text Search. Text can only be extracted from PDF documents that have been OCR'd in Adobe Acrobat or have been created from text such as in a PDF created from a Word document.
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. A user may also select that multiple print drivers be used to create new documents that default to DocuXplorer.
Note:
The conversion process supports either the DocuXplorer PDF Print Driver or the Peernet e-TIFF x.0 driver. The DocuXplorer PDF Print Driver is the default setting. The Peernet e-TIFF x.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 driver to execute during conversion process
Extract text when adding printed document - automatically extract text from documents added to DocuXplorer using the DocuXplorer PDF Print Driver or any Peernet Print Driver to be used in a Full Text Search.
Document Type created during conversion process - the displayed file extension represents the file type created by the conversion process.
Enable support for other installed print drivers - Uncheck this option to have optional Peernet Print Drivers use their default settings instead of sending documents to DocuXplorer.
Advanced
Reset all menus - reset all DocuXplorer menus and toolbars to their original default settings. Use this function if menu display is lost