Settings
Customised Configuration for Companies and Private ndividuals
In the Settings dialogue, you can adapt ecoDMS to match company structures and processes.
Configure ecoDMS for your internal requirements:
- 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
Screen Shots
View the embedded image gallery online at:
https://www.ecodms.de/index.php/en/ecodms-archive/features/feature-details/1400-settings-dialogue#sigProId57867b80a3
https://www.ecodms.de/index.php/en/ecodms-archive/features/feature-details/1400-settings-dialogue#sigProId57867b80a3