Settings (user)

You can access the user settings using the gear symbol:

Fig.: Settings menu

Select Settings/User settings.

The following user settings are possible:

Placeholder for the search:

without (exact search)

The entered character sequence must coincide precisely with the field value.

Example: A search for “PROXESS” will find no documents whose field content is “PROXESS GmbH”.

Placeholder at the end

A placeholder is automatically added to the end of the entered search value.

Example: A search for “specialist” finds all documents with the field content “specialist” and documents with the field content “specialists”.

Placeholder at the beginning and end

A placeholder is automatically added to the beginning and end of the entered search value.

Example: A search for “specialist” finds all documents with the field content “specialist” and documents with the field content “specialists” as well as documents with the field content “document management specialists”.

Standard search mask for the keyword search:

Last used

When the keyword search is called up again, the most recently used search mask is shown.

None

When the keyword search is called up, no individual search mask is shown. All fields of the archive are shown. Since this could be very many fields, this setting is only recommended to a limited extent.

Individual search masks

If the administrator already defined “global searches” or the user defined “personal searches”, these can be selected as the starting search mask.

Standard tray area for archiving:

The standard quick tray displays on the home page. Here you select which tray it is to be:

Last used	When this is called up again, the most recently used tray area is used for archiving.
None	The function is deactivated.
Individual quick tray	When this is called up again, the selected quick tray will be used for archiving.

Automatically open a document:

Never

After the search, only the hitlist is shown. Documents are never opened.

First

After the search, the hitlist is shown and the first document is opened automatically.

If only one entry

If the hitlist contains only one entry, this document is opened automatically. If there are multiple hits, no document is opened automatically.

Behavior in case of document display without file

Display original document without file	The document is displayed. A note appears in the file display area, indicating that this document does not contain a file, but cross references can be found in the “Information” area.
Display cross reference list	The document without a file is opened. The cross reference list opens at the same time.
Forward to first cross reference	When the “empty” document is opened, the first document from the cross reference list is opened automatically. A note appears, indicating that the display is being redirected.

Standard document zoom:

Fit to width	The document is fit to the width.
Fit to height	The document is fit to the height.
Last used	The document is opened with the most recently used zoom settings.

Change color scheme:

Light-green	The “Light-green” color scheme is used.
Light-blue	The “Light-blue” color scheme is used.
Dark-blue	The “Dark-blue” color scheme is used.
Dark-orange	The “Dark-orange” color scheme is used.

Bcc recipients when sending an email:

Recipients

When you send an email, a copy is sent to these addresses. This address is not visible to the other recipients.

Confirmation for master data queries

View	If the master data query is used when creating a new document, a confirmation dialog appears. For the purposes of checking, this dialog shows all the fields that will be populated or changed by the master data search. Field values that are entered here can be confirmed or modified.
Do not display	If the master data query is used when creating a new document, the values taken from the master data table are accepted immediately in the index fields of the document that is about to be created.

Behavior of hidden databases

View

Databases hidden by default are displayed again in the database selection dialog box.

Use case: If you would like to create data records in the master database manually, show these databases.

Do not display

Hidden databases are not displayed in the database list. They are generally databases used for master database indexing. As long as you don’t wish to create personal master databases manually using the web client, this is the right option.