Server Manual > Users and Groups > User Settings

User Settings

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User Settings

Docsvault offers numerous configuration options. You can, for instance, define whether to open the file in viewer or checkout the file for editing on double click. Each user can configure these settings in the user-specific settings (i.e from Tools > Options) of Docsvault desktop client application.

 

In Docsvault v10.7, Administrators group members can setup configuration settings for all users in their organization from the server and client side. Previously, the configuration was available to individual users only.

 

user-settings

 

 

In Docsvault Server Manager, select User Settings under Users/Groups node OR
Select Manage Users under Administration menu in Docsvault Desktop Client application.

 

To save settings for new users

In User Settings tab, select New User Setting option to configure default settings for all new users.

To reset the setting to default, select Reset Defaults link.

Click Save Settings button to save the changes.

 

To change settings for existing users & groups

Use Change for Existing Users option to change the settings for existing users and groups.

For easy start, you can load the settings if already set for any user and make necessary changes.

Then add users to whom you wish to apply the changes.

Click on Apply button.

 

User Settings Description

This is a comprehensive configuration guidance for user settings:

 

Web Application


Browser Idle Auto Logout Time

Logs out user after the browser is idle for provided duration in minutes. Set value to 0 to disable.

Open Tasks Panel In New Tab

Open tasks window in a separate browser tab

Enable Document Preview

Enables the right Document Preview Panel

Enable Profile Panel

Enables the right Profile Panel

 


Desktop Application


Color Even Rows

Colors even rows in listing as per selected theme

Color Odd Rows

Colors odd rows in listing as per selected theme

Open PDFs in Docsvault Viewer

Open PDF files in Docsvault Viewer

Open Images in Docsvault Viewer

Open images in Docsvault Viewer

Theme

Change application look and feel as per selected theme

System Idle Auto Logout Time

Logs out user after the system is idle for provided duration in minutes. Set value to 0 to disable

App Temp Location

Set temp location for application. Use of dynamic locations like %userprofile%, %Appdata%...

Mouse Wheel Mode

Sets default mouse when mode for various viewers in Docsvault

Smart Search Keyboard Shortcut

Keyboard shorcut to search highlighted text in Docsvault from other applications

Default View

Sets thumbnail or details view for listings

Popup Alerts Timeout

Sets the maximum time to display pop alert messages before it disappears (in secs)

Pending Check-in Alert

Notifies user of checked out documents when logging out of Docsvault

Exit on Window Close

Exists application instead of running in background when Docsvault window is closed

Left Panel Mode

Sets the default nodes visible in Docsvault on the left panel

Enable Doc. Notes Panel

Enables the document notes section in the right panel

Enable Tasks Panel

Enables the document tasks section in the right panel

Enable Profile Panel

Enables the document profile/indexes in the right panel

Enable Bottom Information Panel

Enables the bottom panel for additional information on selected items.

Enable Document Preview

Enables the right document preview panel

Default Calendar View

Sets default view for tasks calendar under My Workspace

 


PDF Viewer


Default Page Fit Mode

Sets the default mode for page view

Thumbnails Panel Mode

Sets the default mode for page thumbnail panel on the left of viewer

Right Metadata Panel Mode

Sets the default mode for document metadata pen on the right of viewer

Digital Signature Panel Mode

Sets the default mode for digital signature information panel on the left of viewer

 


PDF Editor


Right Metadata Panel Mode

Sets the default mode for document metadata pen on the right of viewer

 


MS Office Addins


Save Attachments Separately

Extracts attachments and saves them separately with email messages

Allowed Attachments

Specifies attachments types to save by their extension e.g pdf, docs, xls. Keep empty to allow all

Enable Metadata Panel in Word

Displays document metadata panel in MS Word

 


Navigation Dialog


Default Look In Location

Sets default location where to search in Docsvault

Default Search For Type

Sets default for what to search in Docsvault

 


CheckOut


Open Files on Checkout

Sets defaults to open files automatically on checkout

Default Checkout Open Mode

Sets default for files to open in associated application or prompts user to choose from list

Checkout PDFs in Docsvault Editor

Opens PDF files in Docsvault PDF Editor on checkout

Include Sub Folders

Includes subfolders and files when checking out folders

App Checkout Location

Sets checkout location for application. Use of dynamic locations like
%Userprofile$, %Appdata%...

Display Checkout Dialog

Sets display mode for checkout dialog

File Double Click Behavior

Sets default behavior for double click action on files

 


CheckIn


Default to New Version

Sets default for creating new version on checkin

Default to Delete Files after Checkin

Sets default for deleting local checked out files after checking them in

Keep Files Checked Out

Keeps files checked out (updates file to repository without checking them in)

Checkin Subitems

Includes subfolders and files when checking in folders

 


Import


Default to Delete Files After Import

Sets default behavior for deleting source files and folders after successful import

Default to original dates at Import

Sets default behavior for keep original system created date for imported items.

Default Import Behavior

Sets default import behavior for imported items

 


Task Options


Display Popup Reminders

Sets show/hide behavior for tasks pop up reminders

Display System Tray Alerts

Sets slow/hide behavior for system tray notification for new tasks, notes and events

Auto File Completed Tasks

Automatically file old tasks after being completed (In days)