Discovery Advanced Image Excel Options
Imaging Excel Advanced Options
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Note: If you do not want to set the processing options individually. Click Defaults to populate the dialog with the Excel default settings as shown in the previous figure. Some of the options show how to access the setting in Microsoft Excel 2007. |
Excel Image Processing Options
Excel Image Processing Option |
Location of option in excel |
Do Not Include Headers |
Insert tab > Text group > click Header & Footer to open Design tab. Click Header and choose None from the drop-down menu. |
Do not include footers |
Insert tab > Text group > click Header & Footer to open Design tab. Click Footer and choose None from the drop-down menu. |
Reveal hidden columns |
Home tab > Cells group. Click Format and choose Hide & Unhide > Unhide Columns. |
Reveal hidden rows |
Home tab > Cells group. Click Format and choose Hide & Unhide > Unhide Rows. |
Unhide worksheets |
Home tab > Cells group. Click Format and choose Hide & Unhide > Unhide Sheet. |
Unhide very hidden worksheets |
Unhides worksheets that were hidden by a Microsoft Visual Basic for Applications program that assigned the property xlSheetVeryHidden. (From the Microsoft Excel Help File: If sheets are hidden by a Microsoft Visual Basic for Applications program that assigns the property xlSheetVeryHidden, you cannot use the Unhide command to display the sheets. If you are using a workbook with Visual Basic macros and have problems with hidden sheets, contact the owner of the workbook for more information.) |
Autofit columns |
Double click the right boundary of the column heading for that row. |
Autofit rows |
Double click the boundary below that row heading. |
Wrap text |
Home tab > Alignment group. Click Wrap Text. |
Print gridlines |
Page Layout tab > Sheet Options group. Under Gridlines select Print. |
Unhide windows |
View tab > Window group. Click Unhide. |
Apply Autofilter |
DataComprises documents, numbers, files, emails, and any other information stored on a digital device. In eCapture, refers to the electronic files that are discovered and processed. tab > Sort & Filter group. Click Filter. |
No fill color (for cells) |
Home tab > Styles group. Click Cell Styles and click Normal. |
Clear print area |
Page Layout tab. Click Print Area and choose Clear Print Area from the drop-down menu. |
Clear print title columns |
Page Layout tab. Click Print Titles > Page Setup dialog.
Click Sheet Tab. Under Print Titles select the Columns to repeat range. |
Clear print title rows |
Page Layout tab. Click Print Titles > Page Setup dialog. Click Sheet Tab. Under Print Titles select the Rows to repeat range. |
Display headings |
Page Layout tab. Click Print Titles > Page Setup dialog. Click Sheet Tab. Under Print, select the Row and column headings check box. |
Expand Pivot Tables |
Right click Pivot Table to display context menu. Choose Expand/Collapse > Expand |
Date Field Handling Options
The Date Field Handling option works by examining each cell that contains a formula (such as "=NOW()" or "=TODAY()") to determine if a date field exists in that cell. This method will be used for each of the Date Field Handling options (except for ‘Do Not Replace’) since each option requires that each date field be handled in some way.
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Note: Documents who have a high number of date formulas could lead to slower per-document processing times. |
- Select a Date Handling option from the drop-down list:
Option |
description |
Replace with date last saved |
Replaces the date function with the last saved date from the document's internal metadata, instead of executing the function. |
Replace with date created |
Same as Replace with date last saved (previous bullet item), but it will use the internal metadata creation date. |
Replace with comments |
Displays the Date Field Comments field where custom text may be entered replacing the contents of the date field. |
Replace with field code |
Results in the document showing the literal value "=NOW()" in the field, rather than executing the function. |
Do not replace |
The function will be executed normally, which means it will show the Date/Time that the document was processed within Ipro eCapture. |
Remove |
The function will be completely removed from the document output; therefore, it will not exist in the text and images. |
Header/Footer Filename Field Handling Options
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Note: If path or filename options are found in an Excel header or footer, you can select from the following options to handle these occurrences. |
Option |
description |
Replace with filename (no path) |
Inserts the unqualified filename. |
Replace with filepath |
Inserts the fully-qualified path of the original file |
Replace with comments |
Displays the Header/Footer Filename field comments field where you can enter your own comments. |
Replace with field code |
Replaces outputs &[Path] and/or &[File]. |
Do not replace |
The function will be executed normally, which means it will show the Date/Time that the document was processed within Ipro eCapture. |
Remove |
Removes the codes entirely. |
Metadata Summary Options
When you generate a metadata summary image, you specify the types of metadata the system should capture and display on the summary page. When images are generated summary page called "DocumentIn eCapture, refers to an electronic file (letter, spreadsheet, slideshow, etc.) that can be discovered; or discovered and processed. Properties" is placed at the end of each Microsoft Excel document image.
Metadata - Frequently Asked Questions
- Select Generate a metadata summary image for each Excel spreadsheet, then select the individual types of metadata to capture under Spreadsheet MetadataMetadata describes how and when and by whom a particular set of data was collected, and how the data is formatted. Created by the native program (e.g. Microsoft Word, Outlook) and is maintained with the native file (the letter or e-mail). eCapture uses a component called Oracle® Outside-In Technology (formerly Stellent), which extracts the metadata from the native files during the electronic discovery process. metadata can show the history of a document, where it went, how it was used, what it “did”. It shows how a document was created, the date it was created, modified, and/or transmitted, and the person or persons who handled the document. Summary Options:
Document Properties
Comments
- Formulas
Linked Content - The data collected will include hyperlinks and OLE linked files.If any linked content exists in a document, a QCQuality Control. A process performed on a Processing Job to ensure accuracy of the final, delivered data. QCing can be performed on one, some, or all available categories and/or one, some, or all flags (Passed QC, Text Missing, Low Priority, etc.) flag will be added.
Blank Page Removal Settings
Blank page removal options determine, during image generation, how blank pages should be handled.
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Optional: Select a Blank page removal option.
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Based on selected Page Order: Down, then over or Over, then down.
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If Down, then over is selected, all vertical page columns that are blank will be removed.
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If Over, then down is selected, all horizontal page rows; where all pages in a horizontal run are blank, will be removed.
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Based on both Page Order Options: This bases the removal of blank pages based on both horizontal page-rows and vertical page-columns.
Related pages: