Global Preferences and Theme
Times are stored in the system as GMT times and are converted within the user interface to the individual users' personal preference. As an administrator, you can set the default time zone for all users.
- Select Settings from the Main Menu
- Select Global Preferences
- Set the Time Zone accordingly
Default Inbox View Properties
Each Record Class can have specific properties set so those properties will be shown as columns when using Views on the Inbox. As an administrator, you can set the default view properties for all Record Classes. Individual users also have the ability to set specific Inbox View Properties that can only be seen in the views by them.
Enter each property on a new line.
You can change the theme of the existing layout by changing the product logo or color scheme.
Changing the Logo
Records Management displays two different logos. One logo displays on the sign-in screen and the other logo displays within the application. Perform the following steps to change the built-in logos:
- Select Settings from the Main Menu, and then click Theme from the left navigation menu.
Choose a .PNG file for the logo and/or the alternate logo. (See the table below for logo dimensions.).
You may need to refresh your browser after you change your logo due to browser caching.
Maximum Preferred Logo Dimensions
Logo (Login Logo)
W: 300px X
Alternate Logo (Application Logo)
W: 200px X H:50px
Changing the Color Scheme
You can change the color scheme of the theme by performing the following steps:
- Select Settings from the Main Menu, and then click Theme from the left navigation pane.
Choose the desired theme from the list of pre-configured options.
To restore the default theme (color scheme and logos), click the Defaults button.