52
© Copyright 1995 - 2016 Archive Power Systems Inc./ DocuXplorer Software
Interface Language
Select the language in which DocuXplorer will display all menus and directions.
Bi-directional functionality
This option provide support for how text is displayed to support different languages. below are the description of the
four modes. This feature is set automatically base on the selected language but can be changed manually.
•
Left To Right: Draws text using left to right reading order. The alignment and scroll bars are not changed.
For instance, when entering right to left text, such as Arabic or Hebrew, the cursor goes into push mode
and the text is entered right to left. Latin text, such as English or French, is entered left to right. Left To
Right is the default value.
•
Right To Left: Draws text using right to left reading order, the alignment is changed and the scroll bar is
moved. Text is entered as normal for right-to-left languages such as Arabic or Hebrew. When the
keyboard is changed to a Latin language, the cursor goes into push mode and the text is entered left to
right.
•
Right To Left No Align: Draws text using right to left reading order, the alignment is not changed, and
the scroll bar is moved.
•
Right To Left Reading Only: Draws text using right to left reading order, and the alignment and scroll
bars are not changed.
Import Document Settings
Automatically remember last select location
DocuXplorer will remember the last location you selected when importing new 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 cannot 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.
Show warning when document is larger than...
DocuXplorer will display a warning when attempting to import a document larger than the specified size. Documents
scanned at a very high resolution or with thousands of colors will have a very large file size and can fill up a hard disk
quickly. this warning helps to guard against this. At the time of importing a document only an administrator can
override the default limit defined here. The default value is 40MB with a maximum value of 3,500MB (3.5Gigs).
Index all imported documents
When this is option is checked all documents that are imported are required to be index by the user. When this
options is unchecked all documents are imported directly in to the selected folder and indexing can be postponed.
The default setting is unchecked.
Extract Text to support Full Text Searches
Enter file extensions for the installed iFilter service
DocuXplorer uses the iFilter technology to extract text from various file formats. Check the
www.DocuXplorer.com/Support/iFilter-Resources for information on third party iFilter software. Enter in the file
extension that are support by the software you installed. The format should be .<File Extension> e.g. .DOC, .XLS
etc...
Microsoft provide detailed instruction on how to enabled iFilter technology for Windows 7.
http://technet.microsoft.com/en-us/library/dd755985(WS.10).aspx
To install Windows TIFF iFilter with Windows 7
1. Click Start, click Control Panel, click Programs, and then click Turn Windows features on or off.
2. Select the Windows TIFF iFilter check box.
42
© Copyright 1995 - 2016 Archive Power Systems Inc./ DocuXplorer Software
3. Click OK.
Extract text when adding documents
To support Full Text Searches, DocuXplorer can automatically extract text from newly added documents using the
Microsoft's iFilter technology, DocuXplorer PDF Print Driver or any Peernet Print Driver.
Update extract text after document modifications
After a document has been modified the text used for a full text search can be automatically updated when this
options has been checked.
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 from a multiple list of print drivers to 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
Ask if annotations should be included - This enable you to hide this prompt each time a file conversion takes
place.
Include annotation when converting tiff documents - This determined the default response if the above prompt is
not shown.
Enable Job ID - automatically inserts a job ID to the beginning of the file produce by the print driver. If you need to
add documents from within DocuXplorer via the print driver, this option needs to be turned on so as not to cause
duplicate file name conflicts.
Document Type created as a result of 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.
Find Document Settings
If a single document is found, open it automatically - Check if this option to have DocuXplorer open the document
from the Find Document Dialog if only a single document is return from your request. This options only applies as a
default action when using saved searches and the DocuXplorer API.
Email Settings Instructions
Email Type MAPI and OOM
Email Type SMTP
Advanced
Reset all menus - resets all DocuXplorer menus and toolbars to their original default settings. Use this function if menu display
is lost or toolbar has become poorly arranged.
32
© Copyright 1995 - 2016 Archive Power Systems Inc./ DocuXplorer Software
Image Processing Defaults
This Help topic refers to the following editions:
Enterprise
Professional
Personal
Small Business
From the DocuXplorer Desktop menu item Tools/Options/Image Processing Defaults item create the default settings for
Scanning Preview Window display.
Image Processing defaults are workstation specific. Options on this screen can be changed by the user, no administrative
access is required.
Quick Scan Options
Show Twain Interface - this option when checked will force DocuXplorer to display the scanner's Twain interface when
scanning new pages.
Display Scanned Document Dialog after scanning completes - check box to display the Scanned Document dialog box only
after scanning completes to view the scan quality and add additional pages.
Convert scanned documents to PDF - by selecting the check box all scanned documents using the Quick Scan option will
automatically be converted to PDF format. DocuXplorer will not automatically convert scanned images to PDF when using the
Scanner/Camera option. When using the Scanner/Camera options Save and Close the image, right-click and select <Convert
Document to: PDF>.
Optical Character Recognition
OCR Zone data file location - This file holds the information for OCR templates that are created for automated data entry
processing. If the file is placed on a network drive make sure users have read and write access to it.
OCR Language - This option allows a user to change the default language that is used to perform OCR text extraction on
documents. If this option is left blank (the default), then the selected interface language is used for the OCR process.
Image Display Settings
Rubber Stamp data file location - This file holds the rubber stamps information defined when editing tiff documents. If the file
is placed on a network drive make sure users have read and write access to it.
20
© Copyright 1995 - 2016 Archive Power Systems Inc./ DocuXplorer Software
Administrative Defaults
This Help topic refers to the following editions:
Enterprise
Professional
Set Administrative Defaults from the desktop menu bar item Tools/Options/Administrative item on the Application Defaults tree.
Setting application defaults on this screen is an Administrator function and can only be changed by users with Administrator
permissions.
This item is a global default and need only be set on one workstation.
Enable Password complexity requirements
This security setting determines whether passwords must meet certain complexity requirements. Complexity requirements are
enforced when passwords are changed or created.
When the "Enable Password Complexity Requirements" box is checked, passwords must meet the following minimum selected
requirements:
•
Max Password Age: This forces the user to change their password every # days
•
At least one numerical value: User must enter a 10 base digit (e.g. 0 through 9)
53
© Copyright 1995 - 2016 Archive Power Systems Inc./ DocuXplorer Software
•
At least one special character: User must enter a Non-alphanumeric character(s)( e.g. ~!@#$%^&*_-
+=`|\(){}[]:;"'<>,.?/)
•
At least one uppercase character: User must enter an uppercase character(s) of a European language (A through Z,
with diacritic marks, Greek and Cyrillic characters)
•
At least one lowercase character: User must enter a lowercase character(s) of a European language (A through Z,
sharp-s, with diacritic marks, Greek and Cyrillic characters)
Log Document Events
This feature allows you to create an audit trail on each document. Check the box to Log Document Events.
Tip:
Logging Document Events needs to be checked as On when used by a health care facility to comply with HIPAA
requirements.
Require User Description when Printing, Email or Exporting
Allows administrators to require users to enter a description as to why a document is being printed e-mailed or exported from
DocuXplorer.
Tip:
When e-mailing a document from DocuXplorer it is recommended that a user be required to enter the name of the e-mail
recipient.
Library Event History
The following Library Event History properties ”Limit number of days to view”, ”Limit Event History via Custom System Query
Language File” and ”Optimize Load Time by Size” are tools to help with performance issues when viewing large amounts of
Library Event History.
Limit number of days to view to
This property allows administrators to limit the event history by date. Enter the number of days from the current date
to be shown. Setting the number to 0 allows the Library Event Log to display all records.
Limit Event History via Custom System Query Language File
This property allows administrators to assign an SQL file to be executed when viewing Library Event History. This
enables an administrator ultimate control over the amount data viewed by defining date and event type criteria to be
viewed. Within the Library Event History dialog administrators can select File->Save SQL Criteria to create an SQL
file as an example in which to build from. DocuXplorer provides consulting support for clients that need assistance in
creating custom SQL files.
Tip:
As a consulting service DocuXplorer Technical Support can help build the SQL file to create your custom display.
Optimize Load Time by Size
This feature allows administrators to optimize load time. The default number of records to display is 10,000. If more
than 10,000 records are displayed grouping and filtering functionality will be disabled. You may increase or decrease
the default number of records to be displayed before grouping and filtering is disabled.
Tip:
If you have a very large number of records to display and need to filter the data it is recommended that Limit Event
History via a Custom System Query Language File be set as described above.
Disable Print Screen Key
This feature provides the ability to disable the Print Screen Key to prevent users from using Print Screen to copy a document
to the clipboard and pasted into another program.
Tip:
This feature is a HIPAA requirement.
The feature is not enabled until DocuXplorer is closed and reopened.
This is a global setting and when checked will disable the Print Screen button for all DocuXplorer users.
44
© Copyright 1995 - 2016 Archive Power Systems Inc./ DocuXplorer Software
Enter the computer name that should check for updates at startup
From the drop-down list select the name of the computer to automatically check for program updates. The user logged into
DocuXplorer does not need administrative rights for this process to execute. Administrative rights are need to execute this
process manually, select Help | Product Updates from the main window.
Tip:
On Enterprise systems select only one workstation name to check for updates. The update will prompt to have all other
DocuXplorer users close the program on their workstations. Once all other workstations have shut down run the download
and update just once and automatically update all users connected to the server when they reopen DocuXplorer on their
desktop.
DocuXplorer Enterprise users who are not running the executable from the server will have to download and install the update
to each workstation using the Product Update item in the Help drop-down menu of the Menu Bar.
Maintenance Mode
When this option is check no other user other than the Administrator's account will be allowed to access the application.
This allow the Administrator to Perform Maintenance activities. Make sure you know the Administrators password before
using this feature. The default password is "admin".
Maintenance Mode Message
Use this description text to communicate to user why and when application maintenance will be completed.
Workflow Settings
Task Group Assignment Mode:
Task group assignment mode defines what happen when a task is assigned to a group (not an user).
•
Multi: A task will be created for each user in the group. So, if a group has users "john" and "maria", one task
will be created for John, and another to Maria, and the tasks will be independent (both will have to be
completed). When this option is selected, there is a set of logic based upon the completion statuses reached
by all of these tasks. This logic is as follows: The completion status to hold the last majority will be selected in
the workflow as the direction the workflow will go.
•
For example. if there are four users in a group that can complete a task as "Accepted" or "Rejected",
and the tasks are completed in this order: Accepted, Rejected, Accepted, Rejected, the task will be
assigned the completion status of Accepted. Although the final count is two Accepted and two
Rejected statuses, The Accepted status held a 2:1 majority when the third task was completed, so
the workflow will follow that completion status.
•
Single: A single task will be created that will be visible for all users in the group. If you later include/remove
users to/from the group, the existing tasks will become not visible for users removed from the group, and will
become visible to users added to group. Any user from the group can update the task, including finishing it.
Workflow interval timer
The workflow timer interval specifies how often the workflow job fires to process pending expired workflow tasks. Since
this process is running on each desktop copy of DX this event does not need to fired often. The default value is 60
minutes.
Global Settings for all Computers
Located in the same directory where the DocuXplorer.exe program is installed is a files called docuxplorer.ini. This file
contains settings for all users.
17
© Copyright 1995 - 2016 Archive Power Systems Inc./ DocuXplorer Software
Import Engine Defaults
This Help topic refers to DocuXplorer Enterprise, and Professional only when the optional Import Engine has been purchased
and registered.
The Import Engine Defaults Dialog box allows a user to enter the default data locations for Import Engine files.
Import Jobs
Data File - the default location for Import Job data files and Import Job execution. The Import Job data will be stored in a
file named DXImportJobs.Dat.
Events Log
Data File - the default location for the Import Engine log files. The log data will be stored in a file named
DXImportEventLog.Bin. These log files can be used to determine if an error exists in the Import Job setup.
Save on application shut down - automatically saves the Import Engine’s Event Log to the specified location
when exiting the application
Maximum Entries - The maximum number of entries in the Import Engine Event Log. When reached, the log
entries will be overlaid starting with the oldest entry.
Email on Error - When the Email on Error is set and an error occurs, an email will be sent to the specified address
indicating the issue. The Email service is configured via Tools | Options | Workstation | Email Settings. It is suggested
5
© Copyright 1995 - 2016 Archive Power Systems Inc./ DocuXplorer Software
that you use the SMPT service as it is easier to setup unattended email sending when there are unexpected errors
during the import process.
Recipient Address - Email address of the email receiver.
Attachment File Name - Name of Event Log file.
18
© Copyright 1995 - 2016 Archive Power Systems Inc./ DocuXplorer Software
QuickBooks Defaults
This Help topic refers to all DocuXplorer editions only when the optional DocuXplorer for QuickBooks Integration package has
been installed
The QuickBooks Integration option dialog box allows a user to register or unregister DocuXplorer with QuickBooks and set
country codes from the US, UK and Canada.
Registering QuickBooks adds a menu into QuickBooks that allows a user to add and find documents stored in DocuXplorer. If
you have QuickBooks on the installation computer DocuXplorer registers with QuickBooks by default. The QuickBooks
Integration is available even during the 30-day free trial..
QuickBooks Integration
Register DocuXplorer - The process of registering with QuickBooks places the <DocuXplorer> menu on the QuickBooks
<File> menu.
Unregister DocuXplorer - Unregister will remove the "DocuXplorer" menu from the QuickBooks menu .
Show DocuXplorer Desktop - when enabled the DocuXplorer Desktop will always display when DocuXplorer is initialized
(When adding or finding a document the first time in a session though the QuickBooks Integration). By default this options is
not enabled and a user must select to show or hide the DocuXplorer Desktop of the QuickBooks File/DocuXplorer Menu item
Include QuickBooks Transactions ID to find Documents - When checked DocuXplorer will locate documents based on
QuickBooks unique ID, So even if the QuickBooks company name, date, reference number changes DocuXplorer will still be
Documents you may be interested
Documents you may be interested
