Click your login name on the title bar and select User Settings.
In the Data Source tab of the User Settings page, specify the following details:
Section or field | Description |
---|---|
Search/Result Set | |
Display Document in Separate Popup Window |
Opens each document in a separate browser window. Note: This setting applies only when you open documents from the Query Results page. It does not affect document display during batch import or document indexing. |
Show Document ID |
Includes ApplicationXtender document IDs in the query results. |
Show Previous Document Version |
Displays the previous document revisions in the query results. |
Document ID Sort Order |
Sets the sort order (the order in which a result set is sorted and displayed, based on the document ID) for documents in the query results. |
Query Results Page Size Limit |
Limits the number of results per page in the query result. Type any number from 1 to 500. |
Enable Document Properties Search |
Configures the search criteria page to include document properties as well as document index values. |
Document Index Export Format |
Sets the format for exporting document index values. |
Enable Preview Thumbnails for Each Document in Query Results |
Enables you to specify whether to preview thumbnails for each document in query results. |
Page Index of Preview Thumbnail |
Sets which page will be used in thumbnail preview. |
Document View |
|
Prompt for Checkout |
Prompts you to check out the document when you open it from the Query Results page. |
Show Page Thumbnails |
Displays page thumbnails for an open document. |
Enable Inline Rendering of Foreign Files |
Enables HTML export of foreign files on the server side. |
Use Browser to Display PDF Files |
Provides a link to view the PDF files in a new browser tab or window if the browser can display PDF files in their native format. You can also install Adobe Acrobat Reader to view PDF files. |
Use Browser to Display Secured PDF Files |
Provides a link to view the secured PDF files in a new browser tab or window if the browser can display PDF files in their native format. You can also install Adobe Acrobat Reader to view PDF files. |
Enable Inline Viewing of PDF Files |
Enable inline viewing of PDF files inline in Viewer instead of a PDF file link while using a browser to display PDF files or secured PDF files. |
View Native Images |
Display Bitmap, GIF, JPEG, PNG images in Viewer in native format without Render Server capability. |
The Number of Pages to Pre-render |
Set the number of pages to pre-render after current page is loaded. Its valid value is from 0 to 5 and its default value is 3. Sets 0 means turns off pre-render function. |
Thumbnail Number Limit |
Limits the number of thumbnails for a document to help improve rendering performance. |
Open Office Documents with Office Online Server |
Enables viewing and editing Microsoft Office Documents using Office Online Server (OOS). |
Display DPI of PDF/Image file in viewer |
Sets the display DPI of PDF and Image files in the viewer. The value range is 72-999. The default value (-1) is the original DPI. This option can be configured by the administrator only. |
Index |
|
Show Index View |
Enables you to specify whether to display index fields for an open document. |
Check for Matching Index |
When you index a new document, checks for duplicate index entries for documents in the current application and provides an error message if a matching index is found. |
Enable Dual Data Entry |
Enables you to set dual data entry as the required method for entering document indexes. Selected by default. |
Ignore Date Stamp |
Ignores the date stamp field for the matching index check. |
Index Results Page Size Limit |
Limits the number of indexes displayed on a page. |
Import |
|
Enable Scanning |
Scan feature can create a new AX document or a new AX batch. It can also scan documents into an existing AX document or AX batch. |
Scan File Type |
Sets the scanned file format to AutoDetect, TIFF, JPEG, PDF, or PNG. |
Scan Feed Mode |
Sets the scan feed mode to Auto or Single. |
Display Batch in Separate Popup Window |
Opens the batch in a separate window. |
Import Email Attachment as New Page |
When importing email (.msg) to AX, the attachment(s) will be split as new page(s) in the document. |
Start New Document from a temporary Batch |
Create a document from batch (legacy way by default) or new document directly. |
Export |
|
Use PDF Format if Possible |
Exports documents in the PDF format, if applicable. Note: If you select this option, you cannot set the image format for black and white, 4-bit and 8-bit color, and true-color images. |
Black and White Images |
Sets the image format for black and white images. Available values are: Windows BMP, TIFF, and Compressed TIFF. |
4-bit or 8-bit Color Images |
Sets the image format for 4-bit or 8-bit color images. Available values are: Windows BMP, Compressed Windows BMP, GIF, TIFF, and Compressed TIFF. |
True-Color Images |
Sets the image format for true-color images. Available values are: Windows BMP, GIF, JPEG, TIFF, and Compressed TIFF. |
JPEG Quality Factor |
Sets the quality factor when you select JPEG as the True Color Image format. Type any number from 1 to 100. |
Text |
Specifies whether you want to export textual data as text or as an image. |
Use Multipage Files |
Enables the export of multipage documents. |
Export in Archived Format |
Enables the export of documents in the archived format. |
COLD Form Overlay for Export |
Sets the type of COLD overlay you want to use when you export documents. Available values are: None, Text, and Image. |
COLD |
|
Default View COLD Form Overlay |
Specifies the type of COLD overlay to use when you open documents. Available values are: None, Text, and Image. |
Show Color Bars |
Turns on the color view. |
Color Bar Lines (1-6) |
Sets the width of color bar bands. Use a number from 1 to 6. The default is 3. |
Color Bar Color |
Sets the color that is used for the color bar bands. When you view documents in ApplicationXtender Web Access Document Viewer, the background is composed of alternating bars of a selected color and white. |
Text Font Name |
Sets the name of the font to use for text data. |
Text Font Size |
Sets the point size to use for the selected font. This is a required field. Type a font size from 6 points to 24 points. |
Text Font Bold |
Displays text in bold typeface. |
Text Font Italic |
Displays text in italic typeface. |
Print Original Size |
Prints documents in their original size. |
Fit to Page |
Prints the contents of a document on a single page. Selected by default. |
Print DPI |
Prints documents in the selected DPI (dots per inch). Available values are: 75, 100, 150, 200, 300, 400, and 600. |
COLD Form Overlay for Print |
Sets the type of COLD overlay you want to use when you print documents. Available values are: None, Text, and Image. |
Page Size / Paper Size |
Prints documents based on the selected size of the page or the paper. |
Page Width (Inches) |
Displays the page width, depending on the Page Size / Paper Size option you select. For Custom (Enter values), specify a width of your choice. |
Page Height (Inches) |
Displays the page height, depending on the Page Size / Paper Size option you select. For Custom (Enter values), specify a height of your choice. |
Page Margin - Top and Bottom (Inches) |
Sets the space for the top and bottom page margins. |
Page Margin - Left and Right (Inches) |
Sets the space for the left and right page margins. |
Endorse Printed Pages |
Configures printing so that printed documents are endorsed. For more information, see Using the Endorsement feature. |
Endorsement Position |
Sets the endorsement position, if you select Endorse Printed Pages. Available values are: LeftTop, LeftBottom, RightTop, and RightBottom. |
Endorsement Text (Maximum of 70 characters) |
Specifies the text to appear in an endorsement, if you select Endorse Printed Pages. This field also supports predefined macros. You can type up to 70 characters, including spaces. |
Page Fetch Retry Enabled |
If an error occurs, sets the application to continue its attempts to retrieve a page as many times as you specify in the Page Fetch Retry Count field. Selected by default. |
Page Fetch Retry Count (1-10) |
Sets the number of attempts that the application makes to retrieve a page if an error occurs. Applicable only if you select Page Fetch Retry Enabled. |
Show Print Log |
Displays the log when the print operation ends. |
Use PDF Format if Possible |
Sets the format for email attachments to PDF. |
Use XPS Format if Possible |
Sets the format for email attachments to XPS. Note: You can choose either the PDF or XPS format. If you select these options, you cannot set the image format for black and white, 4-bit and 8-bit color, and true-color images. |
Black and White Images |
Sets the image format for black and white images. Available values are: TIFF, Windows BMP, and Compressed TIFF. |
4-bit or 8-bit Color Images |
Sets the image format for 4-bit or 8-bit color images. Available values are: Windows BMP, Compressed Windows BMP, GIF, TIFF, and Compressed TIFF. |
True-Color Images |
Sets the image format for true color images. Available values are: Windows BMP, GIF, JPEG, TIFF, and Compressed TIFF. |
JPEG Quality Factor |
Sets the quality factor when you select JPEG as the True Color Image format. |
COLD Form Overlay for Email |
Sets the type of COLD overlay you want to use when you email documents. Available values are: None, Text, and Image. |
Display Text as |
Indicates the display of textual data as text or image. Image is selected by default. |
Use Archive File Format |
Enables you to use the archive file format for email messages. |
Use Multipage Files |
Enables you to email multipage documents. Selected by default. |
Send Attachments as Hyperlinks |
Enables you to use hyperlinks for email attachments. Selected by default. |
Merge Selected Documents into One |
Combines the selected documents from a query results list into a single document. |
Mail Message Format |
Specifies the format for email messages. HTML is selected by default. |
Client Email Format |
Specifies the format for email messages that are saved to the desktop client. MSG is selected by default. |
Registered Mail Address |
Specifies the default mail address of a user. This option can be configured by the administrator only. |
Full-text |
|
Enable Full-Text Search |
Configures the search criteria page for full-text search. The option is selected by default. Select Request Full-Text Search Support on the login page when you log in to a data source to enable this feature. Note: Disabling this option does not release the full-text license that was assigned to you when you logged in to ApplicationXtender Web Access. |
Thesaurus |
During queries, includes a thesaurus search for words that are related to the search criteria. |
OCR Language |
Sets the default language to submit documents for OCR indexing. |
Prompt Submitting Full-Text Index/OCR Dialog |
If selected, each time you submit documents for full-text or OCR indexing, a dialog box appears to enable you to select an OCR language from a list box. If not selected, no dialog box appears. The value set in the OCR Language field is the default. |
Others |
|
Show Checked Out Documents in Home Page |
Allows user to specify whether to show currently checked out documents in home page. |
Only Show Recently Created Documents by Current User |
Shows only the recently created documents by the current logged in user in the application page. |
Job Manager (only in Administrator) |
Maximum Count of Backend Print/Export/Email Job – When enabled, changes long-running print/export/email jobs to the backend from the WebAccess UI. It improves user experience by allowing other WebAccess operations simultaneously. This item defines the maximum job count of a user. |
Click SAVE.
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