UI General Settings

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This section focuses on the general User Interface default values for the XDOC Viewer. The default values for this screen are controlled from the same page in the System Tab, but can easily be overridden by checking the override box, entering the new value in the Value box, then clicking SAVE. 

Container Defaults - These defaults control the default loan number that appears for various XDOC functions.  As a reminder, when we say "container" we mean "loan number".  The "use last container" setting uses ther last loan number the user was working on in XDOC and will only be used if this feature is turned on in the integration. 

Field	Description
Project Dashboard
Show View Panel First	When logging into XDOC directly via the web site, open the last Document Viewer the use was working in first
Container Default
Document Compare	The default loan number that appears when using the document compare feature
Document Upload	The default loan number when opening the document upload feature from the dashboard
Barcode Cover Gen	The default loan number when clicking on the Barcode option
Bundle Generate	The default loan number when clicking on the Barcode option from the dashboard
Print Client	The default loan number when using the Print Client
Scan Client	The default loan number when using the Scan Client
Container History
Document Viewer	Setting to determing whether to log history for the Document Viewer.  We recommend you always log this history
Document Compare	Setting to determing whether to log history for the Document Compare feature

 

Download and Export Options - These are the default options for downloading and emailing documents in the Viewer, as well as downloading from the File Room and File Viewer

 

Field	Description
Document Download
Download Formats	Either pdf, tif, or both
Require Password	Require a password with downloading a document
Default Password	Default passsord for the document, if using a password
Include Annotations	Includes the ability to download annotations
Annotation Scope	Describes which annotations to download. Users with advanced annotation permissions will have more options
Include Stacks	Includes the ability to downloan an entire document stack
Default File Name	Default file name for the downloaded document
Document Email
Email Formats	Only pdf is allowed at this time
Require Password	Require a password with downloading a document.  This is always set to yes and cannot be overridden
Default Password	Default passsord for the document
Include Annotations	Includes the ability to download annotations
Annotation Scope	Describes which annotations to download. Users with advanced annotation permissions will have more options
Default File Name	Default file name for the emailed document
File Download
Download Formats	Either pdf, tif, or both
Defaul File Name	Default file name for the downloaded document

 

Image and Annotation Defaults - These default options determine the imaging and annotation options for the viewer.  These are global options and will affect all users 

 

Field	Description
Image Toolbars	Yes/No controls for viewing the Viewer's Image Toolbars
Rotation	Yes/No to view any document rotation toolbars
Image Zoom	Yes/No to view the image zoom control
Display Format	Yes/No to view the display format control
Page Navigation	Yes/No to view the page navigation control
Annotations	Yes/No to view the annotation toolbar
Annotations Controls	Controls viewing of individual annotation types
Highlight	Yes/No to display highlight annotation icon
Image	Yes/No to display image annotation icon
Line	Yes/No to display line annotation icon
Oval	Yes/No to display oval annotation icon
Rectangle	Yes/No to display rectangle annotation icon
Redaction	Yes/No to display redaction annotation icon
Signature	Yes/No to display signature annotation icon
Text	Yes/No to display text annotation icon