Please bear with us, this article is under construction.
Describe the settings per client settings tab:
...
Module settings for Documents
Via the module settings,
Below are the most commonly used settings on documents.
To access these settings:
press the Client settings button on your startBoard
Click on the Documents tab.
By hovering over the settings for a few seconds, the explanation of the settings are presented.
...
| title | The most commonly used settings on documents |
|---|
...
GENERAL
...
...
This setting specifies if a document should be converted to PDF after an upload. Note: If set to “Yes” the storage use will increase. It is set to “Yes” by default.
...
Markup
...
When “PDF = yes”. This setting specifies if for each page a high-resolution image should be generated for markup and contract abstraction. The storage usage will increase with 100-200 Kb for each document.
...
Hide thumbnail placeholder
...
When a document reference is shown as a thumbnail image, but no document has been selected, should a thumbnail placeholder be shown or not?
...
Version numbering
...
If you upload a new document version the version number is automatically increased. You can specify which numbering scheme should be used. If you upload a different file format to a document, the version numbering will reset.
...
Related documents
...
You can specify how you want to navigate the related documents in sub menus, such as projects, properties and contracts. If you typically have a small number of objects you can choose the list option. If you work with folders you can directly show the main folder. By default a search screen is shown.
...
Only inherit “none” access
...
Documents can inherit the access from the objects that they are linked to. The maximum of the access to the related objects is used. If this setting is turned on, the access is only inherited from the related objects if the maximum is “none”. If the maximum is “view” or “full”, the access is not inherited. In that case only the access rights related to the document itself are considered.
...
UPLOAD/DOWNLOAD
...
Specify category on upload
...
When uploading a document, the user has to specify which category the document should be uploaded to.
...
Default category on upload
...
When the setting is “Yes”, the default category (user dependent) will be used when uploading documents without a category. If the setting is on “No” it is mandatory to specify the category folder when uploading.
...
Drag and drop
...
You can specify if the drag and drop function for uploading documents must be activated. This uses a signed java applet. The value set here is the default value for
...
Maximum upload size MB
...
| Table of Contents | ||
|---|---|---|
|
Client settings
Next to the module specific settings that are described in each of the module activation articles, client settings (which are settings that apply to the client/tenant in general, for instance settings that are related to the user interface or e-mails) can be found on the startboard for level 2 and level 3 administrators. (For more information about administrators levels, see: Administrator level)
...
Most of the settings and options that are found here are already set to the most relevant default value and likely do not require any changes. However, if needed, via the relevant tab, the settings related to that tab can be found and adjusted. In some of the tabs, the option to ‘Show advanced settings' is also available as a first field. By default, settings that are almost never used are hidden and will only show if ‘Show advanced settings’ is enabled on the specific tab.
The following tabs are available for a level 2 administrator:
...
General
The general settings tab shows the general client settings, like the name, reference, server and some insights on the license use. For more more information on a specific setting, hover over the setting for a help text.
For more information on licenses, see: user licenses
...
Interface
Via the interface settings tab, the general user interface settings can be found. This also includes date/time pastern settings and settings related to searching.
For specific information on the corporate identity settings and options, see: Corporate identity
For more more information on a specific setting, hover over the setting for a help text.
...
Authentication
Via the authentication settings tab, all settings related to access, passwords and other authentication related topics can be found. This also includes the login URL and if it is even allowed to login at all (as this can be disabled if a client should not be used anymore).
For more more information on a specific setting, hover over the setting for a help text.
...
On this page, the SSO configuration (if applicable) can also be found via the page function on the bottom of the page. For more information on this, see: SSO configuration for WPM.
Next to these settings, this page also contains multiple page-includes:
IP address white or black-listing
The option to specify IP addresses that are the only IP addresses that are allowed to login (Whitelisting) or specify IP addresses that are not allowed to login (blacklisting). For more information, see: IP whitelisting (and blacklisting).
Terms of use
It is possible to specify a custom ‘Term of use’ message. When a user logins in, he or she has to accept this term of use message first. Based on the setting ‘Show messages at login’ always or once, it is possible to specify if this message should be shown only once to a user, or every time he/she logs in.
Log-in messages
Somewhat similar to the terms of use option, but in this case the message will be shown after the user has logged in. The user is also not asked to agree or not agree, it can be used as a informative message in general.
This messages is also shown only once or every time a user logs in, based on the general setting 'Show messages at login', same as for the term of use messages.
...
Trust relations, External apps and Access rules
These includes show the trust relations, external apps and access rules that are created in this tenant. These objects are used for integrations with other (Spacewell native, or external) systems. For more information, see: External app.
Via the Email settings tab, the settings related to sending the (automatic) emails can be configured.
Via these settings, it is also possible to setup that Spacewell will use the customers email domain to send emails from (e.g. info@customer.nl instead of via noreply@spacewell.com). This is done via the Mail server settings header, for more information on this, see: Email domain authentication: SPF and DKIM
For more more information on a specific setting, hover over the setting for a help text.
...
Documents
Via the Documents settings tab, the settings related to documents and how uploaded documents are created can be found. For more more information on a specific setting, hover over the setting for a help text.
...