Options Documents page
You can drag files to a Content Manager window to check it in as a new record or attach it to an existing record.
The Documents page enables you to set the defaults for this function.
Use a check in style for new records - select this option to select a Check In Style to be used when checking in documents. The default settings applied to the Check In Style will be applied to the documents being checked in from this document queue. Click the KwikSelect to search for and select the Check In Style, or select one from the recently used drop-down list.
Use the following settings for new records - select this option to use the following defaults to be used when checking in documents.
- Default Record Type - the default Record Type for creating new dropped files.
Either type in the Record Type name or use KwikSelect to select from the available Record Types for electronic documents.
- Use the default record type in the integrated authoring applications - select this option to use the record type defined in the integrated authoring application. See Integration Options.
- Default container - the default container for creating new dropped files.
Either type in the container number or use KwikSelect to select it from the list of records.
- Confirm check in action before continuing - displays the Check In dialogue box.
Clear this check box for Content Manager to bypass the Check In dialogue box.
- Display data entry form when creating new records - select to display the New Record form for the user to fill in.
Can only be used when the fields on the New Record form use the document's details for metadata - for example, title and dates.
NOTE: When there are mandatory fields that need to be filled in, Content Manager will display the form even when this option is not selected.
- Display document in viewer when processing - the viewer will display dropped files getting processed into Content Manager.
- If document is a Windows file:
- Delete document after it has been processed - select for Content Manager to delete the electronic document from the folder after checking it in.
Recommended as good records management practice.
- Delete document after it has been processed - select for Content Manager to delete the electronic document from the folder after checking it in.
- Update style for an email message that has been processed - select from the options:
- Leave the email message as it is
- Delete the email message - deletes the email message from your account after checking it in
- Update the email message with an 'In Content Manager' indicator - displays CM: in the subject of the email message to indicate that it is already in Content Manager
- Automatically remove offline record containers when they become empty - If a document is checked out to an offline record container then checked back in, enabling this option will remove the offline container when it becomes empty.
- Also add documents to 'Recent Documents' when they are extracted or viewed - select to add records that are viewed or extracted (create a Supercopy) to the Recent Documents tray.