Contents
User Guide
Legal Notice
Preface
Revision history
Getting Started
Common features of ApplicationXtender Web Access
Document storage and display
Supported files
Image files
COLD, ERM, and text files
Rich Text Format, Hypertext Markup Language, and Extensible Markup Language files
Portable document format files
Unsupported files
Foreign files
OLE objects
Operational modes
ApplicationXtender Web Access Document Viewer
Document types supported by Document Viewer
Logging in to ApplicationXtender Web Access
Logging in by using CM security configuration
Logging in by using Windows security configuration
Logging in by using ADFS or CAS
Switching between multiple data sources
Changing your password
Application List view
Keyboard Shortcuts
Logging out of ApplicationXtender Web Access
Automatic logout
Session expiration
Customizing Your System
Configuring data source user settings
Configuring user settings for an application
Using the Endorsement feature
Creating Documents
Enabling the scanner
Configuring the scanner
Importing and scanning documents
Creating documents in batches
Uploading batches
Working with batch lists
Batch list menu and toolbar options
Unlocking batches
Refreshing the uploaded batches list
Managing batches
Adding pages to batches
Switching between importing and indexing states
Copying or moving batch pages
Indexing
ApplicationXtender document indexes
Indexing types
Manual indexing
Auto indexing
Key Reference indexing
Indexing batches manually
Attaching batch pages to documents
Additional operations for a batch
Using the existing index data
Selecting a task after batch indexing
Using the Auto Index feature
Using the Key Reference feature
Full-text indexing
Retrieving Documents
Query functionality
Single-application searches
Creating queries
Using advanced index value search criteria
Using full-text queries
Using expression search operators
Using document retention query options
Searching document properties
Multiple application searches
Configuring multi-application searches
Using multi-application searches
Working with saved searches
Working with query results
Exporting selected documents
Document display from query results
Printing selected documents
Exporting selected COLD documents
Emailing selected documents
Exporting document indexes
Submitting selected documents to workflow
Submitting selected documents for full-text indexing
Submitting selected documents to process OCR
Deleting selected documents
Performing Ad Hoc Text Search on Selected Documents
The difference between xPlore and non-xPlore Applications
Wilcard support
Customizing the Query Results view
Viewing Documents
Using Thumbnails
Operation modes
Normal mode
Check-in/check-out mode
Read-only mode
Reason Audit mode
Document Viewer toolbar and menu options
Viewing subpages
Viewing versions of a page
Displaying image information
Adding annotations
Viewing document properties
Viewing revision history
Using text view
Performing a text search
Viewing foreign files
Viewing ApplicationXtender Reports Management reports
Managing Documents
Using the email functionality
Registering email addresses
Changing the registered email address
Saving email
Creating new page versions
Moving or copying document pages
Exporting documents
Adding pages to ApplicationXtender documents
Scanning pages to documents
Field masking
Modifying index field values
Batch deleting documents
Annotations
Annotation types
Creating line and shape annotations
Configuring annotation properties
Adding annotation types
Interaction between redactions and OCR/full-text
Creating text annotations
Rubber stamp annotations
Adding rubber stamp annotations
Hiding annotations
Modifying annotations
Deleting annotations
Managing annotation security
Configuring rubber stamp security
Working with Document Retention
Retention concepts
Filing documents for retention
Managing documents under retention
Retention Administration wizard