Table of Contents

Table of Contents

Administrator’s Guide. 1

Welcome to ImageQuest!. 5

Online Help Documentation. 5

Manage Warehouse. 6

Manage Users. 7

Adding New Users. 8

Single Sign-On (SSO) Overview.. 10

Deleting a User 11

ADSync Configuration. 12

DocuSign Configuration. 17

Service Information. 18

Docusign Api Limit 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. 31

Storage Provider. 32

Cabinet List. 33

Manage ImageQuest. 34

Manage Users and Roles. 34

New User Properties and Permissions. 36

Adding New Roles. 44

Assignments. 47

Searching Users or Roles. 49

Removing Users or Roles. 51

Manage Document Types. 53

Document Type Overview.. 53

Attribute Overview.. 53

Creating a New Document Type. 54

Creating and Assigning New Attributes. 57

Input Masks. 61

Custom Input Masks (Text). 66

Metacharacters. 66

Special Characters. 67

Literal Characters. 68

Custom Input Masks (Numeric/Integer). 69

End-User Capabilities. 72

Category\Subcategory List Attribute Type. 75

Sharing Existing Attributes. 77

Editing, Removing and Reordering Attributes. 78

Editing and Removing Document Types. 81

Manage Document Groups. 84

Saved Queries. 90

Document Destruction Rules. 95

Destroy Deleted Documents. 102

OCR Settings. 107

Attribute Lookup Configuration. 110

Notification Rules. 113

Workflow Settings*. 115

Workflow Definitions*. 116

Manage File Storage. 116

Configure IQfolder. 120

Configure IQmfp (OXPd). 125

Confirm Device Model Number and Firmware Versions. 125

Advanced Configuration. 130

Microsoft Windows Services. 130

Database Configuration Utility. 133

Report View.. 133

IQ RightFax Archive Connector. 134

Document Types. 134

Configure RightFax Connector. 136

System Configuration Settings. 136

Archive User List 138

Index Fields. 140