System Preferences

To access the System Preferences page, on the Navigation Tree, click System Settings, and select System Preferences.

The following tabs are available on the System Preferences page:

System Preferences: Set system preferences.
Application Settings: Manage e-mail, offline results, security and storage settings.
About Information: Specify product and company information, which is displayed in the About dialog box.

System Defaults: Set default parameters to be used when creating new volumes and filing tasks.

Time Intervals: Set the calendar week for running processes.
New User Defaults: Set default parameters that will be applied to a new user.
Global User Settings: Set global parameters that will be applied to every user.

PDF Default Print Settings: Set default PDF parameters that will be applied to every user..

Locations Management: Set your server location preferences.
Named Path: Manage named paths.

Exception Dates: Set Exception dates.

On the System Preferences tab you can specify the following settings:

System Preferences

Maximum transaction report size: Define the maximum number of rows to read from the MS Transaction database.

Allow empty date range in documents/reports search: Select this check box to permit empty date range in documents/reports search results list.

Dynamic search on lists: Select this check box to enable the auto-suggest feature in MSClient, when the user types an index value on the Simple Search page, or a report name on the Reports List or search criteria in all object lists in MSAdmin application.
Display "data" items in the Administrator navigation tree: The check box allows an administrator to show/hide "data" items on the Navigation Tree. As the amount of data may total up to hundreds of document groups, types, index fields, filing tasks and so on, it can be useful to hide all these items for easier navigation.

Display "data" items in the Client navigation tree: Select this check box, if you want individual items to be displayed on the MSClient Navigation Tree upon double-clicking. For example, if this option is selected, and you click Saved Views, the Saved View groups will appear on the Navigation Tree, allowing direct navigation to the Saved View group you select.

Expand Administrator Tree: Select this check box, if you want the MSAdmin Navigation Tree to be expanded to second-level navigation options by default.

Expand Client Tree: Select this check box, if you want the MSClient Navigation Tree to be expanded to second-level navigation options by default. This action is available to users, only if they have selected Tree-based navigation on the Site Style tab under Preferences in MSClient.
Enable text download in Report View: Enables users to download text copies of a selected report.
Enable PDF download in Report View: Enables users to download PDF copies of a selected report.
Wrap text in PDF Export on Dynamic View: Select this check box, if you want the text to wrap to a new line, when the edge of a page is reached.
Allow using Latest Reports on search: If you select this check box, MSAdmin and MSClient users will be able to include in their searches only those reports that were added to the system during the last filing.
Display dynamic users entitlement report: Select this check box to add Dynamic User Entitlements Report to Transaction Reports.
Allow Mail sending on Client: Select this check box to allow using Mail sending on client app.

Hide advanced content: Select this check box to hide some advanced options in the Navigation Tree and object settings.

NOTE: No matter whether the Hide advanced content check box is selected or deselected, you can hide non-mandatory items by clicking the Hide advanced options heading inside the given section. To display them, click the Show advanced options heading.

Implementation Name: This optional name will be displayed on the Login page and on the Welcome line of the user interface.

PDF Security

Enable secure PDF output: Select this check box to disable editing and printing of the exported PDF document by client. By default this check box is cleared.
Owner password: Enables editing and printing of the exported PDF document only after entering the password. If no password is specified only export is allowed for all clients.
User password: Enables export of the PDF document only after entering the password. If no password is specified export is allowed for all clients.

Session Expiration Alert

Admin timer of session expiration (minutes): Specify the time of session expiration alert appearance before the end of session for MSAdmin application.

Client timer of session expiration (minutes): Specify the time of session expiration alert appearance before the end of session for Client applications.

Notification Settings

Show alert before license expiration (days): Specify when to show an alert about license expiration. The default setting is 30 days, i.e., you will see an alert banner at the bottom part of the page 30 days before your license expires. An alert icon will be visible on the top right portion of the page; it allows you to hide/display the alert banner.

NOTE:

No alert will be displayed when the field is set to “0”.
This notification setting is not applicable to perpetual licenses.
The alert banner is color coded as follows:
- Gray: The license expires in more than a month.
- Orange: The license expires in less than a month but more than a week.
- Red: The license expires in less than a week.

Save: Saves system settings.
Clear: Clears all the boxes.
Cancel: Cancels the operation.

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