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Table of Contents

The Options dialog, which can be opened from Edit → Options in by clicking the Options button in the main window, allows you to configure global application settings.

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image-20240311-180830.pngImage Added

General

Group

Option

Description

Startup

Default

DMS

System

iManage Work

Sets the default

DMS type to Work.

NetDocuments

Sets the default DMS type to NetDocuments. When this option is selected, you must choose a region (USEU, or AU) from the Region drop-down menu.

Application Window

Close Button Minimizes Application to System Tray

Configures the close button to minimize the client but not close it.

License

Update...

Opens a file browser for selecting a license.xml file.

📗 Note: Features are immediately enabled/disabled based on the selected license.

View...

Opens your current license in the default text editor.

Logs

Include Debug Messages

Include debug messages in your job logs.

Export

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Group

...

Option

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Description

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Export

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Concurrent Downloads per Job

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The maximum number of documents that can be downloaded at the same time.

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system the Work Explorer should default to. If you have multiple, pick the default one but both can show up in your connection options.

Startup

Automatically log in using default connection.

Checkbox to activate the automatic log in option.

Startup

Rebuild databases on the next startup

This allows to run a database rebuild the next time the application starts. Once it runs, this setting will default back to being unchecked so this won’t run at every startup (slows the application down at startup).

Enabled Services

System Services

Check the option(s) you will connect to (Local, iManage Work, or NetDocuments). One option is required to save.

Logging

Minimum level: Verbose, Debug or Information

Menu to select the minimum level for logging. By default, with the new fixes this is set to Information to lower the logging.

Work

Group

Option

Description

Search Result Limit

Documents per Search

The maximum number of items Work will return when performing a search through the Import Wizard. By default, this is set to the maximum value of 9,999.

Documents per Folder

The maximum number of documents that will be displayed per folder in the Export Wizard. By default, this is set to the maximum value of 9,999.

Import

Default Properties > Folders...

Opens workspace2foldermetadata.config in a text editor. This file dictates which Work metadata fields are inherited by a folder from its parent workspace after import.

Configuration Files

As of version 2019.1, all user settings, with the exception of default folder metadata for iManage Work, are saved to a local database file instead of individual config files.

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📗 Note: When upgrading from a version of Desktop Import/Export prior to 2019.1, only settings from binder_export_options.config are carried over.

workspace2foldermetadata.config

The Work metadata fields that are inherited by a folder from its parent workspace after import are defined as metadata empty elements within the configuration element in workspace2foldermetadata.config.

Metadata Attributes

Parameter

Description

name

Work attribute ID of the metadata field.

description

Caption of the metadata field.

inherit

If set to True, the workspace's metadata value is inherited by all subfolders and documents

Import

Concurrent Uploads

This sets the maximum concurrent uploads to happen at once. The default is 25.

Export

Concurrent Downloads

This sets the maximum concurrent downloads to happen at once. The default is 25.

NetDocuments

Group

Option

Description

Import

Concurrent Uploads

This sets the maximum concurrent uploads to happen at once. The default is 50.