Table of Contents

IQadministrator - About. 1

Table of Contents. 2

Welcome to ImageQuest!. 4

Online Help Documentation. 5

Manage Warehouse. 5

Manage Users. 7

Adding New Users. 8

Single Sign-On (SSO) Overview.. 10

Manage User Information. 11

Deleting a User 12

ADSync Configuration. 13

DocuSign Configuration. 16

Service Information. 18

Return URL. 19

Configuration for DocuSign-Originated Documents. 19

Templates. 20

PowerForms. 20

Other Notes. 20

Manage Licenses. 21

Server Settings. 23

SMTP Settings. 23

WebIQ Settings. 24

Cabinet List. 24

Manage ImageQuest. 25

Manage Users and Roles. 25

New User Properties and Permissions. 28

Membership. 35

Adding New Roles. 36

Assignments. 39

Searching Users or Roles. 40

Removing Users or Roles. 42

Manage Document Types. 43

Document Type Overview.. 44

Attribute Overview.. 44

Creating a New Document Type. 45

Creating and Assigning New Attributes. 48

Input Masks. 52

Custom Input Masks (Text). 57

Metacharacters. 57

Special Characters. 58

Literal Characters. 59

Examples. 59

Custom Input Masks (Numeric/Integer). 60

End-User Capabilities. 63

Examples. 64

Category\Subcategory List Attribute Type. 66

Sharing Existing Attributes. 67

Editing, Removing and Reordering Attributes. 69

Editing and Removing Document Types. 72

Manage Document Groups. 75

Saved Queries. 81

Document Destruction Rules. 86

Destroy Deleted Documents. 92

OCR Settings. 97

Attribute Lookup Configuration. 100

Notification Rules. 104

Workflow Settings*. 107

Workflow Definitions*. 107

Manage File Storage. 107

Configure IQfolder. 111

Configure IQmfp (OXPd). 116

Confirm Device Model Number and Firmware Versions. 116

Loading the OXPd Solutions Installer onto the device. 117

Configure IIS for OXPd. 120

Install OXPd on the device. 124

Advanced Configuration. 137

Microsoft Windows Services. 137

Database Configuration Utility. 140

Report View.. 141

WebIQ.. 141

Configure WebIQ in Web Server (IIS) on Server 2008 R2 or Server 2012. 141

IQ RightFax Archive Connector. 143

Document Types. 143

Configure RightFax Connector. 145

System Configuration Settings. 145

Archive User List 147

Service. 147

Index Fields. 149

Log Files. 153