FDA and Web client preferences and settings

Preferences and settings allows you to modify the document management system to suit your personal needs. There are several types of user preferences that can be enabled or disabled depending on the user's requirements.

You can modify your password, document list views, document alerts, workflow (if purchased), and FastFind preferences (if purchased).

Some, none, or all of these settings may be determined and/or enforced by your System Administrator using centralized management options.

To set preferences

1. Do one of the following:

• In FDA, go to File > Preferences and Settings.
• In Web Client, right-click on My FileHold to access View, Alert and User preferences. Right-click on Reviews & Approvals to access the Workflow preferences.
• In the Web Client, go to Administration Panel > My FileHold.

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2. Set the following preferences:

• View Preferences
• User Preferences
• Alert Preferences
• Workflow Preferences
• FastFind Preferences (FDA only)
• Reset My Password (Web Client only)

Reset my password (Web client)

A locally managed user can change their password at any time. This section describes the process on how to change a password via the Web Client.

To change your password in the FileHold Desktop Application, go to the user preferences.

If you are logging in with your Windows domain user or an externally managed user such as with Microsoft 365 or Entra, this option is not available. You will need to change your password outside of the FileHold software.

To change your password using the Web Client

1. In Web Client, right-click My FileHold and select Reset My Password.
2. Enter your current password.
3. Enter your new password twice.
4. Click Update. The new password will take effect next time that you log in.