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The Document definitions dialog

To access this dialog:

  • Using Manager: Right-click the document profile and select the Document definitions
  • Using Optimize: Double-click a document profile.

Use this dialog to list and search for document definitions for a selected document profile. The dialog displays statistical information for each document definition:

Note The name of this dialog is hidden if the dialog is docked (as it is by default).

You can:

  • Filter the list to include only certain document definitions (see below).
  • Sort the list. Click a column header to sort the document definitions in ascending or descending order. Each time you click, the order changes.
  • Hide columns that are not needed.
  • Select one or more document definitions to optimize (Optimize only).
  • Match senders from document definitions to those in the master data (Optimize only).
  • Import or export document definitions (Manager only).
  • Print document definitions.
  • Delete document definitions.
  • See which document definitions were saved to Optmize: Those have 99 in the Optimize column instead of 0.

Tip: By deleting the name of the document profile above the Document profile heading, you can view the document definitions from all document profiles.

Search options

A separate column is available for each search option. You can hide columns that are not needed to avoid having to scroll back and forth.

Filter the list

You can specify which document definitions you want to see in the list. See instructions and examples.

Created and Changed buttons  Select one of these buttons to list document definitions created or changed on certain dates.
The or Changed drop-down list (it changes depending on what you selected above. Whether to look for document definitions that were created or changed on, before, or after a date you specify, or between two dates you specify.
The two YYYYMMDD date specification. The dates to look for.
Predefined criteria that you can select. For example, select Poor identification rate if you only want to see definitions with an identification rate less than 50%.
Boxes above the column headings Type in the boxes to specify the document definitions you want to include in the list.
  • Enter text to find all entries that start with it.

    Example: Type Read above a column.

    Results: Reading, ReadSoft, etc.

  • Enclose text in * or % to find all entries that contain it. Note that you must use two symbols. One asterisk or percent symbol will not give the desired results.

    Example: Type *Read* or %Read% above a column.

    Results: Reading, ReadSoft, Bread, etc.

  • Enclose text in quotation marks (") to find exact matches.

    Example: Type "Read" above a column.

    Result: Read and nothing else.

You can filter more than one column at a time.