
Field
Name
Description
Select
profile
Defines the behavior of the Profile selection screen at the device.
Display
fields
Defines the behavior of the Document profile screen at the device:
l All: The screen always appears and includes all fields. This is the default.
l Required: Always displays the screen and includes only the fields designated as required in your
eDOCS system.
l None: If all required fields have default values, the screen does not appear and the document is stored
with the default values. If any of the required fields do not have a default value, the screen appears and
the user can provide values before storing the document.
Confirm
storage
Defines the display of the storage confirmation screen at the device.
Use Cost
Recovery
values
Enables you to use values from the eCopy Cost Recovery Service as your default values for the client
and matter fields instead of the values from the eDOCS server. This functionality requires the eCopyCost
Recovery Service.
29.2- About profile selection
eDOCS allows you to create profiles that are used to collect information when documents are stored. These
profiles are maintained on the eDOCS server and, depending on how you configure the connector and the
version of eDOCS that you use, are available to the user at the device.
When you configure the connector to allow the user to select profiles, the user at the device can select the
eDOCS profile for the scanned document from a list on the Select profile screen. To populate the list of
profiles, the connector retrieves profiles stored on the eDOCS server. There are two types of profiles. The
connector first searches for Type 1 profiles and then, if there are no Type 1 profiles, it searches for Type 2:
n Type 1: Profiles configured for groups to which the authenticated user belongs, and for the
applications that correspond to the file type of the scanned document.
n Type 2:
l eDOCS 6: Profiles not associated with any applications.
l eDOCS 5: A single Primary profile.
Note:
The eDocs RM (Record Management) feature is not supported by the connector. If set to a group on the eDocs server,
DM profile forms, RM profile forms and search forms (for example, LAWQBE) are displayed by the connector on the
profile selection form, but selecting a search form or an RM profile form results in an error message, as the scanned
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