Raw Data Entry

If you wish to allow users to add their records based on no Record Type then you will want this checked on. Without this the entry drop down will not have an option for Raw Data Entry. 


Single View

In cases where a user only has access to one Record Type you may want their searches limited to that Record Type even when using Global search. The benefit of doing this is that the search results will be in the defined format and the number per page can be defaulted, etc.


Asset Tracking

If you wish to provide support for tracking assets in DocMgt you can turn on the Assets check box. This will add the Asset top toolbar option as well as the asset section to the Record view screen.


Asset Workflow

If you have Asset Tracking turned on and have Workflow licensed you can use them together. Whenever an Asset is requested, that Record is routed. Whenever a request is canceled, the routed item is canceled as well (if still available). This allows you to provide more logic during the request and fulfillment processes such as notifications, record updates and more.


Base Server URL

This is the URL that users will use to access the server. There may be times where you have multiple URLs used to access a server. Be sure this setting is set to the URL most frequently used. 


Server Time Zone

Specify the time zone most of the users are in. This will default the [DATE] and [TIME], etc. variables to that time zone.


Work Item Summary Time of Day

Specify the time of day when the users' Work Item Summary emails will be sent. 


Toolbar Dropdown E-form

You can choose an E-form to be shown on the toolbar. If you set this property then every user will have this E-form in their toolbar. However, you can override this by setting a Toolbar E-form at the Team level. If you are in a Team with a Toolbar E-form set, you will be shown that E-form instead. If you are in multiple teams with a Toolbar E-form set then the first Team's setting (by team name) will be used. 


Remote Support

Choose whether or not to allow support representatives to gain temporary access for support purposes. If this is on, and a support person logs in using this method, all other Admins will receive and email to let them know support logged in.