Global Preferences and Theme

Time Zone

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.

1. Select Settings from the Main Menu
2. Select Global Preferences
3. 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.

Theme

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:

1. Select Settings from the Main Menu, and then click Theme from the left navigation menu.

2. Choose a .PNG file for the logo and/or the alternate logo. (See the table below for logo dimensions.).

3. Click Update.

Changing the Color Scheme

You can change the color scheme of the theme by performing the following steps:

1. Select Settings from the Main Menu, and then click Theme from the left navigation pane.

2. Choose the desired theme from the list of pre-configured options.

3. Click Update.