Configuring data source user settings

  1. Click your login name on the title bar and select User Settings.

  2. In the Data Source tab of the User Settings page, specify the following details:

    Section or fieldDescription
    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

    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.

    Email

    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.

  3. Click SAVE.