Options Window

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You are here: Customizing Globodox >Options Window

Use this window to set the various options available in Globodox. This window is divided into several pages which are listed in the left panel of the window. Selecting a page in the left panel, will display that page in the right window.

 

User options

List Pane

Items per page
Specify the number of documents to be displayed in the List View pane.

Details Pane

Show Details Pane on the main screen
Select this option if you want to view the Details Pane on the main screen

Auto-show preview of documents in the Details Pane
Select this option to preview the documents in the Details Pane.

Default Checkout Folder.
Select this option to specify the Default Checkout folder for the user. The Checkout folder is the default folder in which documents checked out by you will be placed. Each user must have their own checkout folder.

Extract & index

Use built-in OCR engine
Select this option to use the built-in OCR engine of Globodox

Use Microsoft Office OCR engine
Select this option to use the OCR engine of Microsoft Office

File Type Viewer Options...

Use this dialog to change viewers for PDF,WORD,EXCEL and other popular file format files.
 

From v11, preview of AUTOCAD files is also supported. This is an additional module and needs to be purchased separately.

 

Select the file types you want to automatically preview
The list displays the file types that can be viewed in the display pane in Globodox. Use this list to specifically turn on or turn off the preview for selected file types.

Check the file types for which you want to see the preview and uncheck those file types for which you do not want to see the preview.

 

File Addition

After adding files...

Use this option to select what needs to be done after the document is added in Globodox.

       Delete files from the original location
       Leave the files in the original location
       Ask Me

AutoSave

Automatically save changes to indexing information

Globodox gives you the option to automatically save the changes made to a document's or stack's indexing information when navigating to another document (i.e. no message will be displayed prompting you to save the changes). You must check this option to use the autosave feature.

Other User Options

Navigate documents in a Stack in continuous mode
Check this option to navigate between documents related to a Stack in a continuous mode.

On enabling this option, you will be able to navigate between the pages as well as documents by using the Navigation buttons on the Preview pane. For a single page document when you click the Next button, the next document in the list will be displayed. For a multi-page document, when you click the next button the next page of that document will be displayed. On the reaching the last page of that multi-page document, if you click the Next button, the next document will be displayed.

Default scan device
This drop-down list displays all TWAIN devices (scanners) available on your machine. Select a TWAIN device from this list to be used as default when scanning. If you select the Last used device option then Globodox will automatically select the device you last used to scan documents.

Logout mode

When Desktop Client exits...

Always prompt before Logout

Select this option if you want to be prompted with Logout options when you exit from Globodox Desktop Client.

Always Logout

Select this option if you want to be logged out from Globodox Desktop Client and all other companion apps  when you exit from Globodox Desktop Client.

Never Logout

Select this option if you want to be remain logged in to Globodox Desktop Client and all other companion apps when you exit from Globodox Desktop Client.

Capture Folder notification

Show notification for Capture folder.
Select this option if you want to receive a notification in the System Tray when a document is queued to be added to Globodox when using the Send To and Virtual printer option.

Email

Include Document metadata in Email.
Use this option to include the document metadata when it is emailed.
 

DB Options

On startup select...

Last selected node
Select this option if you want the last used node of the Workspace to be displayed when a DB opens.

Specific node
Select this option if you want choose a node of the Workspace to be displayed when a DB opens.

Select the node from the list that you want to be displayed when a DB opens.

Document Versioning

Enable document versioning
Check this option to enable the document versioning feature. If this option is unchecked then the document versioning feature is disabled.

Always create a new version on document check-in
This option is only available if the check-in/checkout feature has been enabled. Check this option if you want a new version of a document to be automatically created when the document is checked in.

Retain up to [__] versions for each document on check-in
Check this option and specify the number of older version document copies that you want Globodox to retain. If this option is unchecked then Globodox will retain an unlimited number of older version copies for a document.

Document Encryption

Enable document encryption
Check this option to enable the document encryption feature. If this option is unchecked then the document encryption feature is disabled.

Always encrypt on documents check-in
Select this option if you want the documents to be automatically encrypted when they are checked in.

Document Text Extraction

Automatically extract/OCR text from documents on check in
Select this option if you want the text from a document to be automatically extracted and indexed when the document is checked-in. This option can only be selected if the Document Check-in/Checkout feature has been enabled. Please note that selecting this option can significantly slow down the process of adding/checking in of documents.

Maximum size of documents to extract text from
Specify the file size that should be indexed in this box. Please note that this option is only available for MS Access DB. By default the limit of the file size is set to 1 mb. This means that files larger then 1 mb will not be indexed. For slower machines it is recommended to choose a lower value. A larger value affects the performance of MS Access DB . This option is useful in a multi-user scenario where you can disable extracting and indexing of text on slow machines for large files without disabling full text search.

No limit: Select this option if you want to extract and index all the files irrespective of their size.

 

Event Auditing

Enable Event Auditing
Check this option to enable the Event Auditing feature. If this option is unchecked then the event auditing feature is disabled.

 

Thumbnails

Create thumbnail on Check-in
Check this option to generate thumbnails of documents, as soon as they are added to Globodox. With this option enabled, it will take slightly longer to add documents because of the time taken to generate the thumbnail. Enabling this option is recommended only if...

1) You often use the thumbnail view instead of the list in the List View pane,

And

2a) You use an FTP based file store

Or

2b) You store document in an encrypted form

Enabling this option ensures that the thumbnail view is loaded quickly. If this option is disabled then when you select the option to view thumbnails of the documents in the List View pane, you will be informed that the thumbnails for the documents have not been generated. To generate the thumbnails, in the List View pane click the Click here to generate the thumbnails now link on the yellow information bar which appears. Enabling the Create thumbnail on Check-in option may cause performance issues.

Allow page navigation
Normally Globodox displays a navigation bar for any thumbnail of a multi-page file. Due to performance reasons, this option is disabled by default for files which are stored in encrypted form and for files which are located on a FTP based File Store.

Enable this option to display the thumbnail navigation for files.

Customize Navigation Pane

      Customize
      Click this button to customize viewing of Document Types based on Group based security.
 

System Options

Navigation Pane

All documents
Use this option to hide or unhide the All documents node for non-superadmin users.

Settings
Use this option to hide or unhide the Settings node for non-superadmin users.

Enable/Disable Features

Draft Documents
Click this checkbox if you want to enable checked-in documents to be saved as drafts Under Review for review by a group of users, for commenting etc. Note that you will be able to use this option only if you have installed the Draft Documents module. If you have not installed the Draft Documents module but you click the checkbox, Globodox will display a pop-up box advising you of the same, along with further instructions.

Language

Enable right to left mode if support is available
Click this checkbox if you want to enable the right to left mode, if the language version of Globodox you have downloaded supports this mode.

Additional language support

Folders

Allow one documents to reside in multiple folders
Click this checkbox if you want a document to be part of multiple folders.

Search in Documents

Automatically Search and highlight text in documents on quick search
Click this checkbox if you want the search term to be highlighted in the Document preview pane.

Annotation

Show User name below annotation
Click this checkbox if you want show the name of the user below an annotation.

Show timestamp below annotation
Click this checkbox if you want show the timestamp below an annotation.

Workflow

Attach documents in external email notifications.

       Yes - Documents will always be attached based on the size of attachments specified.
       No - Documents will not be attached to the email. (Links of the document will be attached to the email so that each document can be opened using the Web Client        for viewing.)
       Always ask -  The option will be displayed in the Workflow Route dialog every time a document is routed.

 
 

 

 


Page URL: https://www.globodox.com/support/help/index.htm?options_window.htm