Global Indexing User: This setting is used in combination with the group setting 'Manage Indexing Queue Documents' to determine the content that users have access to in the Indexing Queue. The Global Indexing User can be thought of as a master user account that can be used to add content to the Indexing Queue. When a group is set to manage only documents uploaded by the Global Indexing User, members of that group will only see documents in the Indexing Queue that they have added by or have the user designated as the Global Indexing User.
Conversion Options
Select the option to perform after indexing the documents: When a document in .pdf, .doc(x), or .xls(x) format is added to the Indexing Queue, a .tiff copy of each page of that document is generated. These .tiff copies are stored while the document is in the Indexing Queue. The .tiff is used for click indexing, templating, and OCR'ing of the document. After a document is finished in the Indexing Queue, it is added to a file within the system. When the document is added to the file, the copies can be deleted and the document can be added to the file in its original format. To control this, select one of the following:
- Maintain Original Format After Indexing: The original format is retained after indexing.
- Maintain As Tiff After Indexing: The .tiff format is retained and the original format is discarded after indexing.
Note: This conversion option only applies when an automation process is set up to auto-index or auto-ocr documents in the Indexing Queue.
Quality Control Options
Send to Quality Control After User Index: When using an indexing action that creates a new file, this option sends the file/documents to the Quality Control tab of the Indexing Queue for further review.
Note: When using an indexing action that merges the document into a previously existing file, such as searching for a file or when the index information matches an existing file and the files are merged based on the project level file merge setting, documents are NOT sent to the Quality Control tab.