There are some general options that are available to you to help control your interaction with the system. You can get to these options from the User / My Settings menu option.






Toolbar Behavior

This option locks or unlocks the top toolbar when you scroll. If it is locked then it will always be visible in the browser even if the page scrolls down. If it is not locked then the toolbar will scroll off the top of the page when the page scrolls. This is more of a personal preference and will not impact the system in any way.


Work Item Icon

The Workflow icon in the toolbar will normally only show when you have workflow items. However, if you set this to "Show Icon when No Items" then the workflow icon will always be visible.


Work Item Summary

If your license includes workflow then you can choose to have a workflow summary emailed to you on a regular schedule or not at all. Choose your preference here.


Change Notifications

Use this setting if you wish to be notified specific Records change. A "change" is any data value change, new notes, new, changed or deleted documents and more. When any Record changes you will receive an email stating the Record that changed and the type of change made. The email will include a link to the changed Record. If you are also a Reporting user you will also get a link to the change report for that Record to see who made what changes and when. Currently the only option is to get change reports for Records in your Favorites list. More options will be coming in future releases.


Office Add-In Software

If you need to install the DocMgt Office Add-Ins you can choose one of these options. Click the button based on whether you have the 32-bit or 64-bit version of Microsoft Office installed.