Miscellaneous preferences - client options
There are some miscellaneous settings which can be configured globally. They are described in the table below.
To set the global miscellaneous preferences
- In the Web Client, go to Administration Panel > System Configuration > Client Options > Misc Preferences.
- Use the following table to set the global miscellaneous preferences for the document management software:
|
Option |
Description |
Values |
Default Value |
|---|---|---|---|
|
Time zone |
Set the default time zone for end users. | <All time zones> |
The time zone the local computer is set to use. |
|
Default page in Web Client after log in |
Sets the default screen for the Web Client only after a user logs in. To the default screen in the FDA, see User Preferences. |
Blank Simple Search Advanced Search Tasks |
Blank |
|
Edit metadata upon Check In action |
When enabled, the metadata pane is displayed in edit mode after a new version is checked in. This allows the user to enter new metadata. If disabled, the user can check the document back in without editing metadata. |
Enabled Disabled |
Disabled |
|
Number of expanded drawers |
The number of drawers that can be simultaneously expanded in the library tree. The last number of drawers opened is preserved when the library is refreshed. The lower number of expanded drawers allows for a faster page loading time since the lower number of permissions that needs to be calculated before displaying the library structure to the user. |
1, 2, 3, 4, or 5 |
3 |
|
Short date format |
Set the default short date format for the system and end users. See the Date and Time Format Identifiers table for more information. |
|
M/d/yyyy |
|
Long date format |
Set the default long date format for the system and end users. See the Date and Time Format Identifiers table for more information. |
|
dddd, MMMM d, yyyy |
|
Short time format |
Set the default short time format for the system and end users. See the Date and Time Format Identifiers table for more information. |
|
h:mm tt |
|
Long time format |
Set the default long time format for the system and end users. See the Date and Time Format Identifiers table for more information. |
|
h:mm:ss tt |
- Select the Enforce check box next to the preference you want to be imposed on all users. Users will not be able to modify this setting in their User preferences. Administrators may be able to modify their personal User preferences which are dependent upon the setting in System Configuration > Settings > General.
- To reset the value for all users, click the Reset button next to the option name. At the prompt message, click OK. The settings will take effect the next time the user logs into FileHold.
- To reset all Misc preference options to their original default values, click Reset All Settings.
- Click Save. The changes will be pushed out to all end users unless their User preferences have been previously modified. If the option is set to “enforced” then their preferences will be changed and locked down (meaning they cannot be modified by the end user) except for possibly Library Administrators or higher.