Settings

In the Settings dialogue, you can adapt ecoDMS to match company structures and processes.

• User sessions: View and manage active connections with ecoDMS
• Document: Based on the available classification attributes and date and version information, you can globally define document file names (e.g. for downloading or sending by email)
• Document types: Create your own document types (e.g. invoice, contract, bank statement...) with individual retention periods and icons and specify the associated classification attributes
• Folder structure: Create the desired folders to store your documents and optionally assign appropriate access permissions
• Classification attributes: Extend the existing classification attributes with your own entries
• Status: Manage the document status to display the current processing status of a document
• General Settings: Create your own layout for ecoDMS and make individual system settings (e.g. for displaying resubmissions, sending e-mails...)
• File Indexing: Watch the progress of full-text indexing (OCR). ecoDMS displays the number of documents that have already undergone full-text indexing.
• Languages: Administrators can select the languages for full-text recognition: German, English, French, Spanish, Dutch, Turkish, Italian
• OCR: If required, enable ecoDMS OCR as default for all new documents.
• Scaninput: Manage your Scaninput folders for scanned documents and store your own access permissions, classification templates and other configurations
• License: Activate your ecoDMS license and retrieve your license information
• Backup: Configure the backup and restore functions for automated, scheduled backups
• WEB / API: You can access ecoDMS with ecoDMS Client, Webclient and API REST service. Manage the respective services in the Settings dialogue