Manage Excel Imaging Settings

You can set and modify Excel imaging settings for a Processing case in OPEN DISCOVERY. These settings, which are also found in eCapture, offer you the flexibility of customizing how files are imaged when ingested into your case. Settings modified in OPEN DISCOVERY are updated in eCapture, and vice-versa.

Follow the instructions below to learn how to modify Excel imaging settings in OPEN DISCOVERY, as well as to review detailed definitions for each setting.

Note: There are additional imaging settings available in eCapture. For further customization options, use the eCapture app. See Create a Streaming Discovery Job for more information.

View and Modify Excel Imaging Settings

To view and/or modify Excel imaging settings:

  1. Open Case Management and locate the Processing case whose settings you would like to view or modify.

  2. Click the hamburger icon corresponding to the needed case.

  3. From the menu that appears, select Case Settings.

  4. Click the Imaging tab at the top of the Case Settings work area.

  5. On the Imaging page, you can view a selection of General, Word, PowerPoint, and Excel imaging settings. To view and/or modify the full set of Excel imaging settings available in OPEN DISCOVERY, click the Manage Excel button.

    Note: You can access this button by scrolling down to the bottom of the Excel card, or by selecting the Excel link on the right side of the Imaging page.

  6. On the Excel page, update settings as needed. See the table below for more information about these settings.

  7. When finished, click the Save button in the top-right corner of the page. If you exit without saving, any changes you made will be lost.

    Note: You can discard any changes you have made by clicking the Cancel button in the top-right corner of the page, or by exiting the page.

Understand Excel Imaging Settings

Review the table below to learn more about the various settings you can update for Excel imaging in OPEN DISCOVERY.

Setting

Definition

Convert using Outside In (Stellant)

 

When selected, Outside In (Stellent) is used to process images for Word files. Select this option to:

  • Allow for faster and more consistent generation of images on the first pass

  • Reduce the amount of time spent manually QCing these document types

All files processed by Outside In (Stellent) receive the Stellent Processed flag in QC.

Color Handling

 

Select a color depth for Excel files. Color processing for Excel files is handled separately from color processing of other types of files.

  • Single Page Output Type

    General Color Depth Options

    Rendered as

    Black and White (1-bit)

    Group 4 TIFF

    Color (24-bit)

    JPEG

  • Multi-Page TIFF Output Type

    General Color Depth Options

    Rendered as

    Black and White (1-bit)

    Group 4 TIFF

    Color (24-bit)

    JTIFF - (JPEG compressed TIFF)

Paper Size

Use the drop-down menu to select an output paper size for documents during processing.

Comments

Set where you want comments displayed. Select from None, At end of sheet, or As displayed on sheet.

Center on page

Determine where to center the image on the page.

  • Horizontally

  • Vertically

Page order

Determine the page order to be used for imaging.

  • As is

  • Down, and then over

  • Over, and then down

Blank page removal

Select from the following two options to remove blank pages:

  • Based on selected Page Order: Down, then over or Over, then down.

    • If Down, then over is selected, all vertical page columns that are blank will be removed.

    • If Over, then down is selected, all horizontal page rows where all pages in a horizontal run are blank will be removed.

  • Based on both Page Order options: This bases the removal of blank pages on both horizontal page-rows and vertical page-columns.

By using this algorithm, all blank pages will not be eliminated, though many of them will be.

Note: All page-hiding is done by setting horizontal regions' RowHeight properties and vertical regions’ ColumnWidth properties to 0.

For an example of how this option works, click Closedhere.

Example of Page Removal:

The following example pertains to using a spreadsheet with 12 pages that will be rendered.

    • If the sheet's page order is Over, then down, eCapture removes all horizontal page rows where all pages in a horizontal run are blank. In order to do that, eCapture steps through all HPageBreaks and makes sure the range from the first column to the last column is blank.

    • If eCapture determines that 1-3 is blank, then they will be hidden. If eCapture determines that 4-6 is blank, then they will be hidden, and so on.

    • If the sheet's page order is Down, then over, eCapture will remove all vertical page columns that are blank.

    • If eCapture determines that 1-A is blank, then they will be hidden. If eCapture determines that 2-B is blank, then they will be hidden, and so on.

Page layout orientation

Select an orientation option to determine how pages should be displayed.

  • As is

  • Portrait

  • Landscape

Fit to page preference

Determine if and how the image should be scaled. If scaling is used the options are adjusted to a percentage of the current size, or is modified to fit the page.

  • As is

  • Adjust to % normal size

  • Fit to page

Formatting

Set the options for how to handle headers, footers, and other content in the Excel workbook. Click the Reset to Default button to revert to the default settings for these options.

Date field handling

Determine how to present date fields (aka auto date) when encountered:

  • Replace with Date Created - will replace with creation date.

  • Replace with Date Last Saved - will replace current date with last saved dated.

  • Replace with Comments - displays the Date Field Comments field where you can enter the text that should replace the contents of the date field.

  • Replace with Field Code

  • Do Not Replace - will not replace the date (e.g. Macros)

  • Remove - removes the codes entirely.

Header and footer filename field handling

If path or filename options are found in an Excel header or footer, you can select from the following options to handle these occurrences.

  • Replace with Filename (no path) - inserts the unqualified filename

  • Replace with File Path - 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]

  • Remove - removes the codes entirely

 

Related Topics

Manage General Imaging Settings

Manage Word Imaging Settings

Manage PowerPoint Imaging Settings