Table of Contents

Table of Contents

IQadministrator - About. 1

Table of Contents. 2

Welcome to ImageQuest!. 5

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

Configuration for DocuSign-Originated Documents. 18

Other Notes. 20

Logiforms Configuration. 21

Creating a Logiforms Form for Integration. 21

Configuring Cabinet and Document Type for a Form.. 21

Configuring Form Fields to Map to ImageQuest Attributes. 22

Configuring PDF Generation. 24

ImageQuest Configuration for Logiforms. 27

Testing Logiforms Integration. 28

Manage Licenses. 29

Server Settings. 31

SMTP Settings. 31

WebIQ Settings. 32

Cabinet List. 32

Manage ImageQuest. 33

Manage Users and Roles. 33

New User Properties and Permissions. 36

Adding New Roles. 44

Assignments. 47

Searching Users or Roles. 48

Removing Users or Roles. 50

Manage Document Types. 51

Document Type Overview.. 52

Attribute Overview.. 52

Creating a New Document Type. 53

Creating and Assigning New Attributes. 56

Input Masks. 60

Custom Input Masks (Text). 65

Metacharacters. 65

Special Characters. 66

Literal Characters. 67

Custom Input Masks (Numeric/Integer). 68

End-User Capabilities. 71

Category\Subcategory List Attribute Type. 74

Sharing Existing Attributes. 75

Editing, Removing and Reordering Attributes. 77

Editing and Removing Document Types. 80

Manage Document Groups. 83

Saved Queries. 89

Document Destruction Rules. 94

Destroy Deleted Documents. 100

OCR Settings. 105

Attribute Lookup Configuration. 108

Notification Rules. 112

Workflow Settings*. 115

Workflow Definitions*. 115

Manage File Storage. 116

Configure IQfolder. 119

Configure IQmfp (OXPd). 124

Confirm Device Model Number and Firmware Versions. 124

Loading the OXPd Solutions Installer onto the device. 125

Configure IIS for OXPd. 129

Install OXPd on the device. 133

Advanced Configuration. 146

Microsoft Windows Services. 146

Database Configuration Utility. 149

Report View.. 150

Configure WebIQ in Web Server (IIS) on Server 2008 R2 or Server 2012. 150

IQ RightFax Archive Connector. 152

Document Types. 152

Configure RightFax Connector. 154

System Configuration Settings. 154

Archive User List 156

Index Fields. 158