Intella Connect Preferences can be accessed by clicking on the gear icon in the Secondary Navigation Bar.
Preferences window allow one to manage various settings related to Intella Connect.
Global preferences are further divided into two sections:
Keywords Hit Highlighting - turning Hit Highlighting on or off
Note: These setting are saved in your browser’s cache. Therefore if you use few browsers simultaneously, few computers (devices) or you have cleaned your cached data, then you might need to change those settings again.
This sheet allows you to manage various settings related to Facets:
This sheet allows you to manage various settings related to Previewer:
This sheet allows you to manage your global Coding Layouts.
The first set of controls allows to select an existing layout from the dropdown in order to modify it. Clicking on the Add button allows to create a new layout. After layout is selected additional set of controls is shown on the left, and a Live preview pane is shown on the right. By adding, modifying or changing fields on the left one will immediately see results of his actions in the panel on the right.
Note: Fields list supports dragging its elements, which changes the order of Coding Fields as they appear in the layout.
Each Coding Field has the following options:
Note: The Background Tasks sheet will be visible only to users with “Can manage background tasks” permission.
This sheet allows one to manage Background Tasks. Those are long running tasks executed in the background which means that the case can be reviewed at the same time.
Only one Background Task per case is executed at once. When a new Background Task is created it is added to the queue.
For most kinds of Background Tasks “Processed items” column will show an accurate progress informing user about how many items have already been processed and what is the total number of affected items. Exception column will show a link which can be used to download error report in case any errors have occurred. Both of those information are not available for Case Tasks though.
Cases that rely heavily on viewing collections of images in the Thumbnail view will benefit from pre-generating the thumbnail images in advance especially when dealing with digital camera images that each are multiple megabytes in size.
The time needed to generate the thumbnail image can make the Thumbnails view loading appear sluggish. When the thumbnails have been pre-generated, the time needed to populate the view will be a lot faster and it will be constant with regard to the number of visible images, i.e. the file size of the original image is no longer a factor.
To pre-generate the thumbnail images, click on the “Add new” button. The dialog for adding new Background Tasks will be shown. Select the desired tag, “Thumbnail pre-generation” task type and press “Ok”.
The “Thumbnail pre-generation” background task will be added to the queue.
The thumbnails generation process can be cancelled at any point by deleting already added Background Task. The thumbnail images that have been generated will be kept.
Cases that rely heavily on viewing of documents will benefit from pre-generating of the PDFs for native view previewing.
To pre-generate native view PDFs, click on the “Add new” button. The dialog for adding new Background Tasks will be shown. Select the desired tag, “PDF pre-generation” task type and press “Ok”.
The “PDF pre-generation” background task will be added to the queue.
The PDFs generation process can be cancelled at any point by deleting already added Background Task. The PDFs that have been generated will be kept.
Since Optical Character Recognition can be a resource demanding process, it will be performed as a Background Task. Intella Connect supports three types of OCR process covered in details in the next section. When running OCR via ABBYY Recognition Server as a Background Task it’s important to make sure that ABBYY has been properly configured in Admin’s manual > Intella Connect Dashboard > Settings > ABBYY integration.
