Options and User Preferences (Standard Mode)

The Options dialog box enables you to configure a broad range of Laserfiche Scanning settings and preferences:

• General customization settings.
• Which confirmation prompts should be displayed.
• Navigation preferences.
• Toolbar options.
• Default properties for scanned documents.

To open the Options dialog box

1. Select Options under File in the menu bar.
2. Select one of the following nodes:
   • General
     • The temporary location for scanned images before they are stored in a Laserfiche repository. Click the Browse button to browse to and select a location. Click default to restore the default location.
     • If images should be displayed as they are being scanned. This option may increase scanning duration.
     • If the Store Immediately feature should be enabled.
     • If unique names should be given to scanned documents.

       Example: Two documents were named using the Date token. Both documents were scanned on 1/1/08. As a result, each document is named 1/1/08 in Laserfiche Scanning. If the unique name option is enabled, the first document scanned will be named 1/1/08 and the second document will be named 1/1/08(1). The number in parentheses will increase for each additional scanned document.

       Note: Regardless of whether this option is enabled, documents sharing the name in Laserfiche Scanning will be renamed once they are stored in a Laserfiche repository.

     • Whether the first document of a new scanned batch will be automatically selected. If this is cleared, whatever is currently selected at the time of scanning will remain selected.
     • Next to Token Value, define a starting number for the Count token. Select Save Token Value to save the count whenever Laserfiche Scanning is closed (if this option is cleared, the count token will be reset to the Client's current count token value each time Laserfiche Scanning is closed).
   • Web
     • Perform Timeout Check: Specify the timeout limit when waiting for a response from the web client. If a certain action exceeds the specified limit, you will receive a message prompt that gives you the choice to keep waiting or to cancel the action.
     • Perform URL Validation: If a web client scanning web service URL is not in the list, when launching, Scanning will prompt you to see whether to connect to the web service.
     • Enable Tracing: Display trace information in the Output Pane.
       • Performance Timers: Add performance timers to the trace information in the Output Pane.
       • Hide sensitive data: Field values, folder paths, template names, volume names, field names, and tag names are not directly displayed in the Output Pane. Placeholder characters are shown.
     • Optimize for internet connections: If Scanning detects high network latency, you can configure Scanning to use a different transmission method when sending documents to Laserfiche that can potentially alleviate timeout issues when sending document images over the Internet.
   • Prompts

   Select which prompts should be active:

   • Delete Items: Confirms the deletion of a page, document, folder, image enhancement, or process.
   • Show scanning setup when changing scan source: Automatically displays a scanning source's Scanner Setup dialog box whenever the source is enabled. This dialog box enables you to configure how a source will perform.
   • Stop scanning when closing application: Scanning must be stopped before Laserfiche Scanning can be closed. If this option is enabled, closing Laserfiche Scanning while scanning will display a prompt, confirming your request to stop scanning. If this prompt is disabled, closing Laserfiche Scanning while scanning will automatically stop scanning, send all scanned documents to a Laserfiche repository, and close the application, all without displaying a prompt.
   • Storing documents when closing application: Prompts you to store unsent documents when you attempt to close Laserfiche Scanning. If this option is disabled, unsent documents will be automatically discarded when the program is closed.
   • Create new document: When you select Create Document from a thumbnail, you will be prompted to confirm that you want to create a new document from the selected page.
   • Navigation

     Navigation Options

     Option	Description
     Show wizard the first time a process is selected	Wizards will only appear when you add a new enhancement or process.
     Always show wizard	The first screen of a wizard will always appear whenever an enhancement or process is added or selected, or when you edit an existing process.
     Automatically test process	Enhancements will be automatically tested after they are added and configured.
     Select the document name	Inserts the cursor into the Document Name text box inside the Document Properties Pane.
     Select the current field:	Inserts the cursor into the most recently edited field text box.
     Select the Scanning Explorer item	Selects the document in the Scanning Explorer pane.
     Always show 'Fields' tab when navigating to a new document	The Document Properties Pane will always display the Fields tab when a new document is selected.
     Selecting a thumbnail updates the Display Pane	Enables you to navigate through a document's pages using the Left arrow, Right arrow, Up arrow and Down arrow keys. Also enables you to single-click a thumbnail to display the corresponding page in the Display Pane.
     When a Configuration Pane item is selected, begin editing its properties	Sets the Document Properties Pane as the active pane when an item is selected in the Scanning Explorer Pane.
     Fade properties window when changing selection	Enables fading between screens in the Document Properties Pane.

   • Toolbar

   Note: These settings do not affect the Image or the Navigation toolbars.

   • Large toolbar icons should be used.
   • Descriptive text should appear below toolbar buttons.
   • The toolbar specific to the scan source should be displayed.
   • View
   1. Click the Change Font button to open the Font dialog. Select the desired font, style, and size, and click OK to save your changes.

      

   2. To return to the default font, click Restore Default.
   3. Specify whether certain panes should be automatically displayed under relevant conditions.
   • If the Output Log Pane should automatically appear when processing errors occur.
   • If the Output Log Pane should automatically appear when processing warnings occur.
   • If the Scanning Explorer Pane's Revision Area should appear when a document is scanned. This setting only applies if the Revision Area is currently hidden.
   4. Click OK to save your changes.
   • Scanned Document

   This section enables you to define default properties for all future scanning sessions. If you encounter atypical scanning sessions and/or documents that should not inherit these properties, you can modify these values during the configuration and/or revision process.

   This dialog box also allows you to delay loading document properties until the scan window is open. This allows the initial opening of Laserfiche Scanning to proceed faster, since some elements will load later.

   Scanned Document Options

   Option	Description
   Document name	Defines a default name for scanned documents. Use client autoname settings: Documents will be named according to the default name defined in Tools, Options, Autoname, General in the Laserfiche Windows client. Use last scanned document name: Documents will inherit the name of the last document scanned. This setting is dynamic. Custom: Assign a custom default name.
   Template	Defines a default template for scanned documents. Use client import settings: Documents will be assigned the template defined in Tools, Options, New Documents, General in the Laserfiche Repository Windows Client. Use folder last scanned into: Documents will inherit the template of the Laserfiche Repository Windows Clientfolder that was last scanned into. If the folder has no template, documents will not be assigned a template. This setting is dynamic. Use last template assigned to scan: Documents will inherit the template of the last document scanned. If the last scanned document was not assigned a template, future documents will not be assigned a template. This setting is dynamic. No template assigned: Documents will not be assigned a template. Assign a custom template to scanned documents. Available templates will be listed.
   Volume	Defines a default volume for scanned documents. Use client import settings: Documents will be assigned to the volume defined in Tools, Options, New Documents, General in the Laserfiche Repository Windows Client. Use folder default volume: Documents will inherit the default volume of the Laserfiche Repository Windows Clientfolder they are scanned into. Tip: To define a default volume to a folder in the Laserfiche Repository Windows Client, right-click the folder, select Properties, select the Folder tab, and select a volume from the drop-down box. Ensure that you have sufficient rights. Use last volume scanned to: Documents will inherit the last volume used by Laserfiche Scanning. This setting is dynamic. Assign a custom volume. Available volumes will be listed.
   Auto-sign	Defines signing behavior for scanned documents. Note: This option will only be displayed if the repository is licensed for digital signatures. Do not auto-sign: Documents will not be automatically signed. Use client import settings: Automatic signing behavior, including the default signature, will match the settings in Tools, Options, New Documents, General in the Laserfiche Repository Windows Client. Remember last scan session: Automatic signing behavior, including the default signature, will match the settings used the last time you performed a scan.