Selecting Users

User preference settings let you save, recall, and apply entire sets of Document Indexer and scanning preferences. This feature is handy if numerous people share a computer, or if the same computer is used for different types of scanning tasks.

You can create a user preference setting named for different users or scanning jobs. For example, the user setting named "Invoices" might set the Document Indexer for Full Page Layout display, with a thumbnails display setting of Optimize, and scanner settings of 200 dpi in black and white. The user setting named "HR Dept" might be set to make 96 dpi color scans of personnel portraits, use a thumbnail display type of Normal, and configure the screen display using the Document Indexer's Alternate Layout.

When you select a user, all the preference settings the user last used are immediately applied. The settings that get applied include annotation settings, scanning settings, view and window settings, and so forth.

This page contains the following procedures:

To create a new user:

  1. In Document Indexer, from the Tools menu, select Switch Users to display the Select a User or Enter a New Name dialogue box.

When you create a user, all the current settings for the Document Indexer are used. So if you already have a user preference setting that is similar to the desired settings, start by selecting that existing user. Then with those settings already applied, create a new user and change only the necessary options. Any options changed while a user is selected are automatically saved with that user’s preferences.

  1. Enter a name that fully describes the person or the particular scanning task, for example, "Scan Barcodes."

  2. Click OK to display the new user with the current settings.

To select an existing user:

  1. In Document Indexer, from the Tools menu, select Switch Users to display the Select a User or Enter a New Name dialogue box.

  2. Click the drop-down menu to select the desired user from the list.

  3. Click OK.

All the preference settings for the selected user are immediately applied. Any changes you make while that user is selected are remembered, and reapplied the next time that user is selected.

To delete a user:

  1. In Document Indexer, from the Tools menu, select Switch Users to display the Select a User or Enter a New Name dialogue box.

  2. Click the drop-down menu to select the user you want to delete.

  3. Click the Delete User button.

  4. Click Yes when asked to confirm that you want to delete the user.

Note: The Default User preferences are chosen if you have not created and selected any other users. You cannot delete the Default User.

See Also:

Document Indexer Overview