Customizing Search Option Defaults

Options allow you to customize search and retrieval behavior to fit your personal needs. Navigate to the Options dialog.

  1. Click the Options button from the doc-link Smart Client window.
    -OR-
  2. Select Tools > Options from the Search Results window.
  3. When you are all done with configuring the optional settings, click OK to save your configuration and exit the Search Option Defaults dialog.

General Tab

Search Type Column Display - Select what should display in the Search For column:

  1. Display as full text - lists search operators as text.
  2. Dislplay as symbol - lists search operators by symbols.

 

See Also - Supported Search Operators

 

Email Options - Select how you wish to format your email attachments when emailing documents from doc-link.

  1. Send TIFFs in native format
  2. Convert Tiffs to PDF format

Search Criteria Tab

Select the type of Text Matching to be used.

  1. Exact Match - doc-link will search the database for an exact match of the value entered.
  2. Use Wildcards - enables a partial phrase or partial word search. For example, you could enter a partial string like ‘ABC’ instead of ‘ABC Company.’ It will find everything under the selected property that starts with ABC. You can also use wildcards to conduct your search.

Wildcards do not work on numeric properties.  Only those properties that are designated as string data types in the doc-link database will support wildcards.

 

See Also - Supported Wildcards in Search

 

Select the type of Date Matching to be used.

  1. Treat date properties as individual properties – doc-link will search each date property individually, just like any other property.
  2. Treat all date properties as a single property – doc-link will treat all properties configured as ‘Date/Time’ as the same property. The individual date properties will not be listed in the Properties grid. Instead one Date property will be listed. Enter the date you want to search for. doc-link will conduct the search using the single date range. The date range will be used for all properties configured as ‘Date/Time.’

 

Restrict properties to only those common to all selected document types - Check this box if you only want properties available for search that are common to chosen document types. Unchecking this option will aggregate all properties for additional document types included in the search.

 

Enable search by property value pop-up - Check this box to turn on the functionality where a ‘mouse-over’ of the cursor shows the property(s) indexed to the document.


Document Results Tab

Select the Optional Fields to Display in the Results Grid.

Option Description
Document ID ID assigned by doc-link that uniquely identifies the document.
Format The format of the original document. Examples include scanned or faxed documents (TIFF or PDF), text documents (TXT), and MS Office file formats (DOC, DOCX, XLS, XLSX).
Entry Date Date the document was entered into doc-link.
Document Status Document status is determined by the absence or presence of Required and Expected properties. Documents that do not have at least one property value for a Required property have a ‘Rejected’ status. Documents that do not have at least one property value for an Expected property have an ‘Incomplete’ status.
Company Top-level folder associated with the document. When displayed in the Search Results window, this column will be labeled using the name given to the top level during level configuration. For example, if the top level is called Company, the column will be labeled ‘Company.’
Workflow If the document is located in workflow, the name of the workflow is displayed in this column.
Workflow Category If the document is located in workflow, the name of the workflow category is displayed in this column.
Workflow Status If the document is located in workflow, the name of the workflow status is displayed in this column.

 

Display Group By Box - Check this box if you want to globally enable the Group By feature for every Search Results window.

Open a new Search Results window for each search - Allows you to open each search you perform in a different window so you can view them side-by-side.

Remember sorting and grouping - Choose this option if you wish doc-link to reopen search results in the same state it was closed. Uncheck this option to reset the grid each time search results are opened.

Display the newest property value for multi-value properties - displays the most recently indexed value in the grid when two or more are indexed for an image.

Show warning if document count exceeds - You will not see a message box indicating the number of matches found while conducting a search unless the number of matches exceeds the value entered here.


Property Column Order Tab

Listed here is a complete list of properties configured in doc-link.

Not all properties are associated with every document. From this list you can specify the default order in search results by selecting a property and using the arrow buttons to move the selected property up and down within the list. The properties will default in that order when visible in doc-link search results.


Workflow Results Tab

Select the Optional Fields to Display in the Results Grid.

Option Description
Status Date Date the document was entered into its current workflow status
Category The document's currently assigned workflow category.
Document ID ID assigned by doc-link that uniquely identifies the document.
Format The format of the original document. Examples include scanned or faxed documents (TIFF or PDF), text documents (TXT), and MS Office file formats (DOC, DOCX, XLS, XLSX).
Entry Date Date the document was entered into workflow.
Company Top-level folder associated with the document. When displayed in the Search Results window, this column will be labeled using the name given to the top level during level configuration. For example, if the top level is called Company, the column will be labeled ‘Company.’

 

Display Group By Box - Check this box if you want to globally enable the Group By feature for every Search Results window.

Open a new Workflow Results window for each search - Allows you to open each search you perform in a different window so you can view them side-by-side.

Reset Send status to default after executing a send - Select this option if you want the workflow Send To drop-down menu to reset to the default status after each document is processed. This can prevent documents being sent to the wrong status by mistake during a side-by-side integration.

Display the newest property value for multi-value properties - Search results cells that contain more than one value are marked with an asterisk. Select this option to display the most recent property value indexed to the document. To display the first property value entered, uncheck this box.

Automatically open the first document in the Workflow Results - Select this option to auto-launch the document viewer containing the image once the results grid launches.

Automatically open supporting documents - Choose this option if you want to automatically see all backup documentation when you click on a document in workflow. **Note if this option is turned off you can still view supporting documents on demand by clicking the Support Documents button in workflow.