Discovery Advanced Image Excel Options

Imaging Excel Advanced Options

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.

Note: Documents who have a high number of date formulas could lead to slower per-document processing times.

 

  1. 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

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.

ClosedMetadata - Frequently Asked Questions

Who creates the metadata? The native program (such as Microsoft Excel or Outlook) creates the metadata and maintains it with the native file (the letter or e-mail).

What does Ipro eCapture do with this data? When a document is processed, the metadata is collected from the document and stored in the database.

How is metadata useful? It gives you valuable information as to “Who knew what, and when.” It can tell you who wrote a document and who edited it last. It also shows you a file’s revision number, the character count, and many other pieces of information about a file.

  1. 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:

Blank Page Removal Settings

Blank page removal options determine, during image generation, how blank pages should be handled.

  1. Optional: Select a Blank page removal option.

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