Settings
The Settings section gives users the ability to configure default view options, search options, saved searches, remembered entries, and account passwords.
View Options
- Entries per page: Enables you to decide how many entries you want displayed on a page before navigating to the next page. The more entries per page, the longer it takes for the page to load.
- Thumbnails per page: Enables you to decide how many thumbnails you want displayed on a page before navigating to the next page. The more thumbnails per page, the longer it takes for the page to load.
- Display latest versions only: When a document has more than one version associated with it, selecting this option will only display the most recent version of the document. To see all versions, clear this option.
- Determine icon color by: The color assigned to an icon can be determined either by the template or volume associated with a document.
- Use document icons for electronic documents: If selected, standard document icons will be used for electronic documents. If cleared, an electronic document will use the icon for the Windows application associated with the corresponding electronic file.
Search Options
- Show context lines: If selected, the context for each search hit will be displayed.
- Include shortcuts in search results: If selected, the search will return documents and any shortcuts associated with them.
- Return latest versions only: When a document has more than one version associated with it, selecting this option will only return the most recent version of the document when performing a search.
- Basic Search: Select the search type(s) (text, entry names, fields, annotations) you want the basic search to perform by default.
- Find partial matches when performing a quick search: Returns partial matches for a search term when searching by entry name, field, or annotation text using the Basic or Quick Search. If you search for "report," the search engine will return results matching *report*.
- Use fuzzy search: Returns all words or phrases similar to the word or phrase typed.
- Percentage of word: Define the percentage of the word that can differ from the search criteria and still be considered a search result.
- Number of letters Specify the maximum number of letters that a word can differ from the specified criteria and still be considered a search result.
Saved Searches
- Select a search to rename or remove: Click on the saved search you want to rename or remove.
- Name: Enter the new name for the selected saved search and click Rename.
- Remove: Click Remove to delete the selected saved search.
Remembered Entries
- When working with documents, you can "remember" certain entries so you can access them quicker in the future. These "remembered" entries will be listed in the Entries drop-down. This section enables you to enter the number of entries (maximum of 15) you want remembered.
Account Password
- This section enables you to change your password.
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