FDA advanced settings - client options
The FDA Advanced settings area is some of the options that are set in the User Preferences in the FileHold Desktop Application (FDA). These are only for the FDA.
To set the global FDA Advanced Settings preferences
- In the Web Client, go to Administration Panel > System Configuration > Client Options > FDA Advanced Settings.
- Use the following table to set the global FDA Advanced Settings preferences for the document management software:
|
Option |
Description/Values |
Default Value |
|---|---|---|
|
Show Welcome Screen at Startup |
|
Enabled |
|
Default screen at startup |
Blank |
|
|
Maximum simultaneous transfers (This is the number of documents that can be uploaded or downloaded at a time) |
This number can be any value but it is recommended to keep it at 1. |
1 |
|
By default delete documents that a user Adds to FileHold |
|
Disabled |
|
By default delete documents that a user Checks In to FileHold |
|
Disabled |
|
Prompt for Download Location when a user Makes Copies of Files |
|
Enabled
|
|
Prompt for Download Location when a user Checks Out Files |
|
Enabled
|
|
Prompt user to remove files when sending them from the Inbox |
|
Enabled
|
| Automatically clean up user's working documents |
Documents in the working documents folder are cleaned up automatically or with a prompt message depending if the option “Prompt before automatically cleaning up user’s working documents” is enabled. Local files that are in use by another process are not deleted and remain in the working documents and are processed the next time there is a trigger condition. Local files associated with electronic documents that are modified are not deleted. These files should be managed using manual check in or the working documents synchronization tool. Once the documents have been checked in / synchronized they will be subject to the automatic deletion rules. Possible values:
|
Enabled |
| Prompt before automatically cleaning up user’s working documents |
A prompt asks the user if they want to remove the files in their working documents folder. The option “Automatically clean up user’s working documents” must be enabled for this option to work. The prompts are dependent on the conditions enabled in the “Clean up working documents extended conditions” area or when a user exits the FDA. Possible values:
|
Disabled |
|
Clean up working documents extended conditions |
Documents are automatically cleaned up or the user is prompted to clean up their working documents upon the following if any of the following conditions are enabled. If no options are selected, then the working documents are removed when a user exits the FDA. Possible options (select one or more):
|
Disabled |
|
Prompt to clean up the FileHold Working Folder when a user closes the FileHold Desktop Application |
|
Enabled
|
|
By default close documents that a user Adds/Checks In to FileHold |
|
Disabled |
|
Auto-Send documents to Auto-Tagged folders |
|
Disabled |
|
Auto-Send documents after completing metadata |
|
Disabled |
|
Move to recycle bin instead of permanently deleting |
|
Disabled |
|
Automatically open in the Viewer selected document in Inbox |
|
Disabled |
|
Automatically open in the Viewer selected document in folders and search results |
|
Disabled |
|
Open documents in the Document Viewer using separate tabs |
|
Disabled |
|
Allow opening one document in multiple tabs |
|
Disabled |
|
Enable Smart Check In and Smart Check Out messages |
|
Enabled
|
|
Enable Click to Tag |
|
Disabled |
| Orientation of the thumbnail view - determines the location of the thumbnail position when using the PDF/Image viewer |
|
Bottom |
| Format of document imports |
Select one of the following options:
If you are using the “Both” option, ensure that folder you select for the import profile contains only one type of XML files. The rule also applied for any of its subfolders. Capture and classic XML files cannot coexist in the same folder tree. |
Both |
| Remain logged in even if no activity is performed |
If enabled, this option keeps your account logged into the system even if you are not using the client by sending a message to the server every minute to simulate user activity. It is recommended to keep this option disabled as this overrides the "Automatically log off after" settings and users will potentially not be able to log in due to a lack of concurrent sessions. |
Disabled |
| Enable the old FDA PDF/Image viewer. This viewer is end-of-life. Transition your users to the FileHold viewer as soon as possible. |
By default, the PDF/Image viewer is disabled in FileHold 16.2. To allow users to continue to use the PDF/Image viewer, enable this setting. Possible values:
|
Disabled |
- Select the Enforce check box next to the preference you want to be imposed on all users. Users will not be able to modify this setting in their personal User preferences. Administrators may be able to modify their personal User preferences which are dependent upon the setting in System Configuration > Settings > General.
- To reset the value for all users, click the Reset button next to the option name. At the prompt message, click OK. The settings will take effect the next time the user logs into FileHold.
- To reset all User preference options to their original default values, click Reset All Settings.
- Click Save. The changes will be pushed out to all end users unless their preferences have been previously modified. If the option is set to “enforced” then their preferences will be changed and locked down (meaning they cannot be modified by the end user) except for possibly Library Administrators or higher.