LevelDocs settings control application behavior and define user preferences. Some can be changed by end users. Others require administrator credentials, provided by Level Access. If you cannot edit a setting, you need to obtain administrative credentials.
Note: Settings might vary by add-in and may be configured globally or on the fly, when you launch a wizard. They take effect after you open a file (document, presentation or workbook), start the LevelDocs add-in, run Accessibility Wizard, and select Apply. In the wizards, settings are divided by tabs. You must click Apply on each tab, if available. This validates and enforces the settings against the content of the file.
On this page:
- Edit, save, and export global settings
- General settings
- PDF settings
- Policy settings
- Headings settings
- Validation rules settings
Edit, save, and export global settings
Prerequisite: Obtain administrator login credentials from Level Access.
To edit LevelDocs global settings:
- Open the application that contains a LevelDocs add-in. For example, open PowerPoint.
- Select LevelDocs tab.
- Select Settings. A new panel, with multiple tabs, is displayed.
- Select the tab that contains the settings you want to edit.
- Select Edit settings.
- Enter the User Name and Password.
- Select Login.
- Make the changes.
- Select Save Changes, and then select OK.
- Select Save and Export, to export the configuration file that contains the settings. Then, select OK. The user.config file is saved in the location where it was initially installed.
General settings
General settings for all add-ins
Use the general settings to configure overall system behavior and user preferences.
| Setting | Details |
| Auto Savings Between Wizard Stages | Automatically saves document changes as the user navigates between different wizard stages. |
| Allow Users to Change Default Values | Allow users to customize predefined attributes, for example minimum font size, or default font type. Users can customize these values directly, within a wizard, without editing the global settings. |
| Backup Folder Path | Location where backups are stored. |
| User Interface Language |
The language of the LevelDocs user interface.
Additional languages for the Word add-in:
Applies to: All add-ins. |
General settings for the Word add-in
| Setting | Details |
| Create Document Backup | Creates a backup copy of the document, when the wizard is launched and changes are first applied (Document Settings stage). The backup is saved to the Backup Folder Path you designate. |
| Allow Users to Maintain Own Settings | Saves each user’s preferences for future sessions, even when the software updates won’t change the user’s settings preferences. |
| Fix Compatibility Mode |
Automatically converts documents from the Compatibility Mode (the legacy *.doc format) to the modern *.docx format. Note: Enable Fix Compatibility Mode for all customers. Configure all other attributes according to your organization’s policy. |
| Accessibility Wizard Display Settings |
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General settings for the PowerPoint add-in
| Setting | Details |
| Create Presentation Backup | Creates a backup copy of the PowerPoint presentation. |
| Generate Accessible Presentation in the Original Folder | Defines where the presentation is saved upon generation. |
| Check for Presentation Editing Restrictions | Verifies whether the presentation ahs any editing restrictions. |
| Produce PDF UA | Creates PDF compliant with PDF/Universal Accessibility standard (ISO 14289). This International Organization for Standardization standard addresses accessible PDF technology and provides terms and requirements for accessibility in PDF documents and applications. Conformance with PDF/UA ensures accessibility for people with disabilities who use assistive technology, such as screen readers, screen magnifiers, joysticks and other technologies that assist users to navigate and read electronic content. |
| Remove figures without alt text in PDF-UA | Use an older PowerPoint to PDF/UA conversion mechanism. |
| Alternative Presentation Header Text |
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| Accessibility Wizard Display Settings |
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General settings for the Excel add-in
| Setting | Details |
| Create Workbook Backup | Creates a backup copy of the Excel workbook. |
PDF settings
Use these settings to configure how LevelDocs generates accessible PDFs. At this moment, the settings apply to the LevelDocs Word add-in.
Note: We recommend that, as a baseline, you enable Produce PDF/UA, Use ISO 19005-1 for PDF, and Remove Tags from Empty Paragraphs.
| Setting | Details |
| Generate Accessible Document in the Original Folder | Saves the exported PDF in the same folder as the source Word file. |
| Check for Document Editing Restrictions | Verifies that the document is not restricted for editing. If restrictions exist, a message box is displayed. |
| Save Document Before Creating PDF | Automatically saves the Word file before converting it to PDF. |
| Produce PDF UA | Creates PDF compliant with PDF/Universal Accessibility standard (ISO 14289). This International Organization for Standardization standard addresses accessible PDF technology and provides terms and requirements for accessibility in PDF documents and applications. Conformance with PDF/UA ensures accessibility for people with disabilities who use assistive technology, such as screen readers, screen magnifiers, joysticks and other technologies that assist users to navigate and read electronic content. |
| Produce PDF-UA Legacy Version | Use an older Word to PDF/UA conversion mechanism. |
| Use ISO 19005-1 for PDF | Creates a PDF file that embeds all fonts, ensuring that the document remains searchable. |
| Add Alt text to Links in UA-PDF | Inserts descriptions for links on the PDF based on the MS word hyperlink tooltip. |
| Remove tags of Empty Paragraphs | Deletes unused (empty) paragraph tags, from exported PDFs. An empty paragraph occurs when you press Enter but do not enter any text on that line. |
| Alternative Document Header Text | Use alternative header and footer text: Inserts an invisible, pixel-sized image with predefined Alt text. This text is read aloud by assistive technologies immediately after the document title, compensating for information in headers/footers. |
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Choose Your Stamp
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Apply accessibility stamp with adjustable size and position or disable it. Select which accessibility stamp will be added to generated PDFs. Set these properties:
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Policy settings
The Policy tab defines the default rules applied during automated and semi-automated accessibility processing. The settings help to ensure that documents are consistent with accessibility standards, while reducing the need for manual intervention.
Policy settings for the Word add-in
| Setting | Details |
| Set Default Rules for Generating Wizard Automation Processes |
These options define the default attributes applied during the first stage of running the LevelDocs Accessibility Wizard (Document Settings). When selected, each option becomes the default for the wizard’s behavior.
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| Legitimate Font Types |
Specifies which fonts are permitted during the document accessibility remediation process. The selected fonts will be available as options in the first stage of the wizard. You have the following options:
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| Set Default Rules for Tables Wizard Automation Process |
Defines how tables are processed for accessibility.
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| Set Default Rules for Graphical Elements Wizard Automation | Convert Diagrams and Charts to Simple Images: Simplifies complex graphics into basic images that can be paired with Alt text. This makes them easier to interpret by assistive technologies (single image without the nested elements). |
| Set Default Rules for Hyperlinks Wizard Automation |
Configure the following two settings:
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| Set Default Rules for Expressions and Acronyms Automation |
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Policy settings for the PowerPoint add-in
| Setting | Details |
| Set Default Rules for Generating Wizard Automation Processes |
These options define the default attributes applied during the first stage of running the LevelDocs Accessibility Wizard (Document Settings). When selected, each option becomes the default for the wizard’s behavior.
|
| Legitimate Font Types |
Specifies which fonts are permitted during the document accessibility remediation process. The selected fonts will be available as options in the first stage of the wizard. You have the following options:
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| Set Default Rules for Tables Wizard Automation Process |
Defines how tables are processed for accessibility.
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| Set Default Rules for Hyperlinks Wizard Automation |
Configure the following two settings:
How to configure the Hyperlinks Dictionary? Configure URL replacement text
Compose the list of term and phrases that cannot be used To configure terms that cannot be used for replacement text or tooltips.
Note: If you do attempt to use a term or phrase from the list, an error is displayed. |
| Set Default Rules for Expressions and Acronyms Automation |
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Policy settings for the Excel add-in
| Setting | Details |
| Set Default Rules for Generating Wizard Automation Processes |
These options define the default attributes applied during the first stage of running add-in. When selected, each option becomes the default for the wizard’s behavior.
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| Legitimate Font Types |
Specifies which fonts are permitted during the document accessibility remediation process. The selected fonts will be available as options in the first stage of the wizard. You have the following options:
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Headings settings
The Headings tab controls how LevelDocs identifies, processes, and validates headings in Word documents. Proper heading structure is essential for accessibility, as it defines a document’s hierarchy and allows assistive technologies, such as screen readers, to navigate content efficiently.
| Setting | Details |
| Set default rules for generating wizard automation processes |
These options determine how the system behaves when scanning and tagging headings:
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| Heading wizard will detect potential headings based on the following triggers |
These rules define which formatting cues LevelDocs uses to identify potential headings:
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| Heading formatting properties |
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Validation rules settings
Use these settings to configure which accessibility checks run during validation.
| Setting | Details |
| Accessibility Standard | Select the target accessibility standard. For example, select WCAG 2.0 or WCAG 2.1. The selected standard is set as the default and referenced in the exported HTML validation report. |
| Default Validation Report Checks |
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