Table of Contents

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

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

Storage Provider. 32

Cabinet List. 33

Manage ImageQuest. 34

Manage Users and Roles. 34

New User Properties and Permissions. 37

Adding New Roles. 45

Assignments. 48

Searching Users or Roles. 50

Removing Users or Roles. 52

Manage Document Types. 53

Document Type Overview.. 54

Attribute Overview.. 54

Creating a New Document Type. 55

Creating and Assigning New Attributes. 58

Input Masks. 62

Custom Input Masks (Text). 67

Metacharacters. 67

Special Characters. 68

Literal Characters. 69

Custom Input Masks (Numeric/Integer). 70

End-User Capabilities. 73

Category\Subcategory List Attribute Type. 76

Sharing Existing Attributes. 77

Editing, Removing and Reordering Attributes. 79

Editing and Removing Document Types. 82

Manage Document Groups. 85

Saved Queries. 91

Document Destruction Rules. 96

Destroy Deleted Documents. 102

OCR Settings. 107

Attribute Lookup Configuration. 110

Notification Rules. 114

Workflow Settings*. 117

Workflow Definitions*. 117

Manage File Storage. 117

Configure IQfolder. 121

Configure IQmfp (OXPd). 126

Confirm Device Model Number and Firmware Versions. 126

Loading the OXPd Solutions Installer onto the device. 127

Configure IIS for OXPd. 131

Install OXPd on the device. 135

Advanced Configuration. 148

Microsoft Windows Services. 148

Database Configuration Utility. 151

Report View.. 152

High Availability. 152

IQ RightFax Archive Connector. 153

Document Types. 154

Configure RightFax Connector. 155

System Configuration Settings. 155

Archive User List 158

Index Fields. 160