DocPop, PDFPop, & FolderPop Best Practices

DocPop

Platform: OnBase
Product: DocPop
Release: Foundation 23.1
License: Standard; Essential; Premier

Documentation Notice
Overview
Introduction
Emailing DocPop Links
Unity Client
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Prerequisites
Web Client Additional Browser Requirements
Internet Explorer Disable Script Debugging
Proxy Server Setup
Licensing
Installation
Checksum Key Requirement Upgrade Considerations
Application Server Web.config Settings
EnableChecksum
ChecksumKey
EnableLegacyChecksumCreation
Encrypting Checksum Settings in the Application Server
Contacting Support
Configuration
DocPop Configuration Overview
Active Directory Authentication and Domain Authentication
Order of Logon Execution for DocPop
Logon Execution Check
Explanation of DocPop Web.config Settings
DocPop Vars
Encrypting DocPop Web.config Settings
Modifying a DocPop URL
Sample Query String with URL Encoding
Required Variables
Keyword Parameters
Keyword Parameters Example
Optional Variables
Encoding Special Characters
Posting Forms to DocPop
Embedding DocPop Results in a Web Page
Sample HTML Coding for Embedded Results
Emailing DocPop Links from the Web Client
User Session
Security Considerations
Passing User Name and Password to DocPop Pages
Troubleshooting
DocPop, PDFPop, & FolderPop Best Practices
DocPop, PDFPop, & FolderPop Best Practices Overview
Authentication
Choosing a Logon Method
Column Descriptions
Decision Tree
Other Logon Method Considerations
Security
Logon Methods and Security
Checksums
Web Page Considerations
URL Guidelines
Usage
Document Retrieval
Using the DocPop URL Creator
Adding a Date Range
Adding Keyword Values
Appending Full-Text Custom Query Search Criteria
Hiding the Document Select List for Single Documents
Generating the URL
Accessing Query Results
Relational (Comparative) Operators
Logical Boolean Operators
Viewing Documents
Viewing Documents Overview
Changing Viewer Appearance
Document Search Results List
Filtering Documents in the Search Results List
Filter Documents by Document Date
Filter Documents by Document Name
Filter Documents with Advanced Filtering Mode
Grouping Columns in the Document Search Results List
Viewing Documents
Previewing Documents in the Thumbnail Viewer
Printing Thumbnails in the Thumbnail Viewer
Changing Thumbnail Viewer Options
Restoring Default Thumbnail Viewer Options
Open in New Window
Open in New Window by Default
Viewing Documents
Document Viewer
PDF Viewers
Options Button - Viewer Options
Changing Thumbnail Size
Suppressing Blank Pages
Navigate
Printing Documents
Toolbars in the Document Viewer
Document Results Toolbar
Document Viewer Shortcuts
Navigating Documents
Zooming In and Out
Searching for Internal Text
Viewing Previous or Next Documents
Pages Toolbar - View Document Thumbnails
Show or Hide Thumbnails
Navigating the Document Using Thumbnails
Reordering Pages in a Document Using Thumbnails
Adding Pages to a Document Using Thumbnails
Deleting Pages from a Document Using Thumbnails
Scale
Process
Retrieving Cross-Referenced Documents
From Image or Text-Based Documents
From E-Forms or HTML Documents
From PDF or OLE Documents
Access Document Keyword Values
Send To Options
Display Considerations
From an Open Document
From the Document Search Results List
Send To | Clipboard - Copying Documents to the Clipboard
Send To | Create New Document - Creating New Documents from Existing Documents
Emailing Documents
Emailing a Document
Attachment Display Considerations
Using the Mail Message Dialog Box
Checking Names and Addresses
Saving Documents to Files
File Naming Conventions
Saving Multiple Documents to a Zip File
Character Substitutions
Sending Documents to Print Queues in the Web Client
Print Queue Dialog Box Options
Adding Documents to an Envelope
Character Substitutions
Re-indexing
Re-Indexing Documents
Keywords with Drop-Down Lists
Re-Indexing Document Revisions
Considerations for Re-Indexing Documents and Adding or Modifying Keyword Values
Notes and Annotations
Notes Overview
Note Icons
Options
View Notes - Open and View Notes or Annotations
Viewing Notes
Moving Notes
Adding Notes, and Editing and Deleting Notes and Annotations
Add a Note
Edit Note or Annotation Text
Editing Note Type Privacy Options
Deleting a Note
Changing the Note Type
Notes Dialog Box
Viewing a Document in the Notes Dialog Box
Viewing a Note in the Notes Dialog Box
Adding a Note in the Notes Dialog Box
Editing a Note in the Notes Dialog Box
Deleting a Note in the Notes Dialog Box
Setting Note Privacy Options
Notes Pane Viewer for OLE Documents
Annotations
Annotations Toolbar
Creating Annotations
Moving and Resizing Annotations
Redactions
Creating a Redaction
Staples
Working with Staples
Stapling Documents from Open Documents
Stapling Documents with the Stapler Icon
Viewing Stapled Documents
Moving Staple Notes
Editing Staples
Deleting a Staple

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