User Interface


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 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

 

Document Type List - These settings allow Admins to sort the Document Type drop down lists by category and then sort the document types in those categories

 

Document Copy and Page Copy Defaults -  These settings control the Document Copy/Move and Page Copy/Move and defaults.  It is recommended that you set the Doc Copy Action to "copy" and the Page Copy action to "move"

 

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  
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