Feature

Definition

Create New File Type

Click to create a new file type. Enter all fields, then click <Save> to add the file type to the category and subcategory.

Delete Selected File Type

Highlight a file type, then click to delete the file type. When you delete a file type, the system will ask you to select another file type to replace it with.

Select the desired file type. Images for the two file types will be merged into the file type you select when you click the <Reassign and Delete> button. If there is only one file type in a subcategory, you will not be able to delete it.

File Type Description

Change the file type description here. Note that all documents assigned to the file type will remain assigned to it, so you should not change the meaning of the file type when you change its description.

Sensitive

Check this box to indicate that it is a sensitive document. Sensitive documents have different email security than standard documents.

Secured

Check this box to require user access security in order to view or edit files with this file type.

Allow Emailing

Check this box if documents of this file type can be emailed. If this is not checked, this document will not be able to be emailed at all. Institution settings control whether sensitive documents can be emailed or not, so if "Sensitive" is checked and "Allow Emailing" is checked, you still may not be able to email the document.

File Retention Periods

Enter the number of months after the retention event to keep the document on file for each of the chosen category retention events. When a number is entered in the category, the subcategory, and the file type retention period fields, the largest value for each retention period will be used for retaining the document.

Export Format Selection

Banks can identify images that should be copied to an export folder for third-party import when adding files to GOLDVault. The purpose is to allow banks to get image files that are saved in GOLDVault automatically into a format in which they can be imported into third-party software.

The bank specifies which file types are sent to the export folder. The Export Format Selection field group contains the supported export formats. Currently, the only two supported export formats are "no export" and Active View's FSDI SIMG format.

For any image file type that you want to export, go to the File Types dialog and select the desired export format.

The Active View format requires some fields that are not available to the system. If you are creating export files, you must set these fields up in your user settings. To change the user settings, click the <User Settings> button in the upper right corner of the View Attached Files screen to display the User Settings dialog. Please note that the user settings are unique to each user. If multiple users are adding export files, they will each need to set up their own user settings appropriately. There is no institution default setting.

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