Table of Contents

IQadministrator - About. 1

Table of Contents. 2

Welcome to ImageQuest!. 4

Online Help Documentation. 5

Manage Warehouse. 5

Manage Users. 6

Adding New Users. 8

Single Sign-On (SSO) Overview.. 9

Manage User Information. 10

Deleting a User 11

ADSync Configuration. 12

DocuSign Configuration. 15

Service Information. 17

Return URL. 18

Configuration in DocuSign. 18

Manage Licenses. 20

Server Settings. 22

SMTP Settings. 22

WebIQ Settings. 23

Cabinet List. 23

Manage ImageQuest. 24

Manage Users and Roles. 24

New User Properties and Permissions. 27

Membership. 34

Adding New Roles. 35

Assignments. 38

Searching Users or Roles. 39

Removing Users or Roles. 41

Manage Document Types. 42

Document Type Overview.. 43

Attribute Overview.. 43

Creating a New Document Type. 44

Creating and Assigning New Attributes. 47

Input Masks. 51

Custom Input Masks (Text). 56

Metacharacters. 56

Special Characters. 57

Literal Characters. 58

Examples. 58

Custom Input Masks (Numeric/Integer). 59

End-User Capabilities. 62

Examples. 63

Category\Subcategory List Attribute Type. 65

Sharing Existing Attributes. 66

Editing, Removing and Reordering Attributes. 68

Editing and Removing Document Types. 71

Manage Document Groups. 74

Saved Queries. 80

Document Destruction Rules. 85

Destroy Deleted Documents. 91

OCR Settings. 96

Attribute Lookup Configuration. 99

Notification Rules. 103

Workflow Settings*. 106

Workflow Definitions*. 106

Manage File Storage. 106

Configure IQfolder. 110

Configure IQmfp (OXPd). 115

Confirm Device Model Number and Firmware Versions. 115

Loading the OXPd Solutions Installer onto the device. 116

Configure IIS for OXPd. 119

Install OXPd on the device. 123

Advanced Configuration. 136

Microsoft Windows Services. 136

Database Configuration Utility. 139

Report View.. 140

WebIQ.. 140

Configure WebIQ in Web Server (IIS) on Server 2008 R2 or Server 2012. 140

IQ RightFax Archive Connector. 142

Document Types. 142

Configure RightFax Connector. 144

System Configuration Settings. 144

Archive User List 146

Service. 146

Index Fields. 148

Log Files. 152