General
Global Fields and DocType Fields
Creating New Global Fields Go to "Administration" Page. From the Menu Panel, click to select "Administration". Go to "Global Fields". In the "Configure Global Fields" Page, configured Global Fields will show in this page. Click "Add Field". In the ...
How to Create a New Document Type
Go to "Administration" Page. From the Menu Panel, click to select "Administration". Go to "Catalogs & Document Type". On the "Catalog" item, select a Catalog to create a new Document Type for. On the "Document Type" item, click "Create New". On the ...
Steps to Capture Documents using DirectScan with Document Type QCard
1. Download and install DirectScan Agent. Please follow the steps to download and install DirectScan from this link: DirectScan Download and Installation 3. Print a 'Primary QCard' and 'Document Type QCard(s)'. Steps to Print a QCard. Review Types ...
Workflow to retroactively reconfigure folder and file building
Please back up your Content Central database or create a snapshot of your virtual environment before creating this workflow rule. The workflow rule required to re-run your folder and file building depends on how extensive your folder and file ...
How to Delete a document or documents from Content Central
In this guide we will be going over how to locate and delete single and multiple documents within the Content Central version 7 interface. This guide pertains to Content Central version 7.X.XXXX Your user account must either be an Administrative ...
How to insert or replace a Content Central license key.
This guide will present how to replace or insert a new Content Central License Key. These instructions are valid for all Content Central versions. Please note that this is for on-premise solutions only. If Content Central is hosted with Ademero via ...
Content Central Troubleshooting Basics
This applies to Content Central Document Management System. Identifying the Issue Here are some guideline for troubleshooting issues in Content Central: Determine if the issue is specific to one browser or persist on other browser, by accessing ...
External Data Sources (ODBC)
External Data Sources (ODBC) One or more external data sources (ODBC [Definition: Open Database Connectivity] sources) can be linked to Content Central and used for automating field input in document types. After configuring one or more sources, you ...
Content Central Tutorial
This applies to Content Central Document Management System v7.5. After logging in to Content Central for the 1st time and going to the different web-pages in Content Central for the 1st time, there will be pop-up Tutorial Slides that will guide you ...
User Options
This applies to Content Central Document Management System. Content Central Users can update their User Options or Preference. Steps: Login to Content Central using your Username and Password. Go to User Menu icon in the Toolbar, found at the top ...
Append Position
This applies to Content Central Document Management System from v7.5.70. Go to "Administration > System Settings" Page. Click "Capture Settings" then "PDF Capture Settings". For the "Allow appending to the beginning of a document" Setting: If ...
Append to a Document
This applies to Content Central Document Management System. Login to Content Central, as user with EDIT permission to the configured Catalog and Document Type of the document to replace. Navigate to the document to append, in the Search Page, Folder ...
Configuration Manager, SQL Settings
Login to Content Central Server as an Administrator. Launch Configuration Manager. Go to SQL Settings. Server Information For Server name\Instance, enter the SQL Server Instance to use for the Content Central Database. For Database Name, enter the ...
QuickLinks
This applies to Content Central v7 Document Management System. QuickLink Feature Content Central Quicklinks allow direct navigation to Content Central using specific formatted URLs for entry point queries with specific string parameters. When using ...
Signature Request Feature
This applies to Content Central v7.5 Document Management System. Interested in learning more about Document Signature Compliance with Document Management Software? Download our Whitepaper HERE. Signature Request Feature This allows documents in ...
User Impersonation or Substitution
User Impersonation or Substitution Feature The User Impersonation or Substitution Feature is available from Content Central v6.5.5891. When ‘User Impersonation or Substitution Feature’ is enabled – All internal and e-mail notifications will be ...
Configuration Manager
Configuration Manager is a Server Application for the configuration of Content Central. SQL Settings System Folders Active Directory License External Application Export Data System Folders Document Root Folder When a new Catalog is created, the set ...
Zonal Recognition
Zonal Recognition Feature Zonal Recognition can be configured from ‘Zonal Recognition’ Page to the specific Catalog and Document Type: Click – Administration > Catalogs and Document Types > (Specify Catalog and Document Type) > Zonal Recognition ...
Address Book
This applieas to Content Central v7.5 Address Book The Address book contains contact information for each user. The contact information can be used for Email Feature in Content Central. Steps to Navigate to Address Book Login to Content Central. ...
Catalog Manager: Make Searchable
In order to make IMAGE files that are already captured in Content Central to be Full Text Searchable, the IMAGE files must be processed for OCR using the 'Make Searchable' Operation in the Catalog Manager. You will need access to the Content Central ...
Creating New Catalogs via the Catalog Manager: Utilizing the Catalog Wizard function
In order to create new Catalogs using the Catalog Manager, you will need access to the Content Central server. Catalog Wizard will add the selected Folder and all its files and sub-folders to a ‘Default’ document type belonging to the New Catalog ...
Folder and File Building Guide
Feature Description: Folder and File building rules help organize your folders and documents by including pertinent information based on field values, document type and custom text. Folder Building Rules: In order to access folder and file building ...
Rename Users In Content Central
IMPORTANT: This guide is for NON AD USERS - AD USER information is kept internally (internal IT) and cannot be changed through Content Central To rename a user in Content Central first log in as an Administrator user. Once logged in navigate to the ...
Login Logout Settings
This feature applies to Content Central Document Management System. The Login Logout Settings allows Content Central to be able to manage the Login and Logout Activities of the users in Content Central. Steps to configure Login Logout Settings Login ...
Enabling Multiple Selections in drop-down fields
Enabling Multiple Selections for drop-down fields in Content Central requires two settings to be enabled. The first in the System Settings, and the second on an individual Field level. Login to Content Central as 'Admin' or a member of the ...
Enabling forgotten password; password retrieval for Content Central document management system.
This guide applies to Ademero's Content Central Document Management System. This guide is outlined using Content Central Version 7.5.6779. Enabling this setting allows users to see and utilize the "Forgot your password" function on your Content ...
Steps to Create a Global-Field Search Widget in the Dashboard
This applies to Content Central Document Management System v7.0 and up. Steps to Create a Global-Field Search Widget in the Dashboard 1. Login to Content Central. 2. In the Dashboard, click 'Add Widget' ( green + ) icon found at the bottom right ...
How to enable and disable System Fields in v7
1. Login to Content Central as 'Admin' or a member of the Administration Group. 2. Click 'Administration' found in the Menu Items. 3. Click 'System Fields' found in the Administration Page. 4. Click the field you wish to enable or disable. Then Click ...
How to Allow Catalog Changes of documents in v7
How to Allow Catalog Changes of documents in v7 Login to Content Central as 'Admin' or a member of the Administration Group. Click 'Administration' found in the Menu Items. Click 'System Settings' found in the Administration Page. Expand the ...
Use Filing Rules
This applies to Content Central v7.0 and above. While Folder Building Items can be configured for a Document Type, so that specific Document Properties can be used to create Folders in the Catalog Folder, a user can also bypass the Folder Building ...
How to view existing Users in Content Central
How to view existing Users in Content Central Login to Content Central - as ‘Admin’ or a member of the Administration Group. as a user or member of a group with Administration Permission for User and Group. Click ‘Administration’ found in the Menu ...
Single Sign On
This applies to Content Central Document Management System. Content Central is compatible to SAML 2.0 standard. Requirements IdP EntityID/IssuerID Protocol Endpoint Testing Protocol Endpoint Production Signing Certificate Content Central Login Page ...
'Go To Folder' Action
This applies to Content Central Document Management System, from v7.5.6701. The 'Go to Folder' in the Action Panel allows users to be able to navigate directly to the folder in the Folder Browser where the document is saved or stored. STEPS: Navigate ...
Notification Settings, System Settings
This applies to Content Central Document Management System. The Notification Settings in System Settings can be configured so that your preferred Content Central URL will be used for any outgoing notification or messages from Content Central, where ...
Steps to Capture Documents using Capture Jobs with Document Type QCard
Steps to Capture Documents using Capture Jobs with 'Document Type QCard' 1. Optional. Share the Incoming Folder in the network. 2. Optional. Setup your network scanner to save scanned documents to the Incoming Folder. 3. Print a 'Primary QCard' and ...
Limiting Document Access by Global Field Value
This applies to Content Central v7.5 and above. Limiting Document Access by Field Value A user, with SEARCH and VIEW permission to a Document Type, can be set to be able to access documents with specific Global Field Values only. This can be done ...
Document ID
This applies to Content Central Document Management System v7.0. Each Document File in Content Central has a specific Document ID. The Document ID is located in the Document History. Steps to Locate the Document ID Navigate to a document in Content ...
Creating a Report in Content Central
In order to generate a Report in Content Central you must first log into Content Central with an Admin account to access the Administration section. 1. In the Administration section, go to the "Administration>Report Templates>" section, here you will ...
Content Central Backup Recommendation
This applies to Content Central Document Management System. Backup Recommendation In the event of system or server failure, the latest backup can be used to restore Content Central System. For maximum efficiency, the Content Central document ...
Document's other than PDF do not preview or say Evaluation Only at top
If you are in Content Central and documents other than PDF do not properly preview, or say Evaluation Only, you many need an upgrade. The document view was updated and anyone on version 7.0.6611 or prior should upgrade. Please reach out to ...
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