Settings may appear differently for some users based on their permissions. There are two categories in the settings menu, Administration and User Settings. The following is a brief description of each menu item.
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Administration Menu
- Archive Settings - used to set the image archive storage location and/or add additional storage locations if the current storage location were to reach capacity. (Archive Settings should only be configured by your system administrator. Changing this setting could result in the inability to view documents.)
- Cabinet Settings - used to build Cabinets and Cabinet keyword indexes, and for management of inactive or deleted data within a Cabinet.
- User Profiles - used for setup and administration of users. (ie. add/remove users, reset user passwords, unlocking user accounts, etc.)
- Group Permissions - users created under User Profiles are assigned to Groups. Groups are used to define Website and Cabinet Permissions for specific users.
- Web Site Theme - used to set custom website logos and color schemes for your organization.
- Audit Log - all user activity within the website is kept in the audit log.
- Reports - system reporting such as Cabinet Storage or Cabinet Assignments and Permissions.
- Document Indexing - used for indexing documents uploaded through the upload menu.
- Workflow Triggers - used for setup of workflow processes.
- Active Workflows - used for management of workflow batches.
User Settings
- Email Settings - by default the system will launch the local Microsoft Outlook email client when an email action is selected within the website. If you do not have Microsoft Outlook this setting allows you to utilize the website email client.
- Change Password - allows user to change password at anytime.