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General Properties Settings

General Properties settings are divided into the following groups:

Organization Setup

Business Title. In the Business Title box, type your organization's name.

The text you enter here is used in several locations, including the Properties page of the document Overview and welcome emails. The business title is also available to insert into documents using Insert Properties.

Document Arrangement. The Document Arrangement options let you control which items and documents or questionnaires are displayed when browsing.

When browsing for a document or questionnaire, users can choose to arrange results by one of many properties, such as what department or category the document/questionnaire is assigned to.

Selecting a property displays a list of all the items, or options, that can be assigned for that property. In the example below, Departments is the selected property.

By default, only those properties with documents or questionnaires assigned to them appear in the Arrange by list. To change this setting, click Display all items, regardless of document count.

By default the number of documents or questionnaires assigned to each item in an Arrange by list is displayed, as shown below.

To disable this feature, click to clear the Display document count next to items check box.

By default, users can see unrestricted documents and questionnaires (with the All Users security level assigned) in all departments. If you want to restrict all users to viewing only the documents/questionnaires in their assigned departments, select Filter users' document lists by their assigned department(s).
By default, users also see documents/questionnaires in all languages. To limit the display of documents/questionnaires to only those in the user's preferred language, select Filter the user's document list by their assigned language.

Important: This setting applies to all users, except those assigned the Administrator or View Docs All Departments permission (see Assigning System Permissions for details on assigning permissions to users).

When a user first accesses Browse after logging in, that user's default Browse arrangement is displayed, but no documents/questionnaires are displayed in the grid until the user clicks one of the Arrange by items (such as clicking a department name when arranged by departments). To have PolicyTech immediately load a list of all documents/questionnaires matching users' default browse arrangements, select Automatically load the document list on the Browse screen.
When using Browse or Search, a user can only find documents assigned to the site or sites that user has been assigned to. However, if a PolicyTech user shares a document's URL with another user, by default that other user can always access the document directly by entering the URL in a browser, regardless of his or her site assignments. To also enforce site restrictions on documents accessed by URL, select Restrict users to viewing documents within their site(s).
By default, users can select in My Profile which document element—document title, full text, keywords, or reference number—to target when using Search and Find. To lock targeted search fields for all users, select Search feature always searches all fields.

System-Wide Regional Settings

Choose the time zone, time format, date format, and language settings you want to appear as the default settings for each site you add. You can override these settings when you create a site (see Adding a Site for details).

Login Logo

You can upload a graphic file, such as a company logo, that will be displayed above the login box, as shown in the example below.

For Image Justify, click Center, Left (aligned with the left edge of the login box), or Right (aligned with the right edge of the login box).

Important: The box that holds the login logo is set at 400 pixels wide (the same width as the login dialog box below it), but the height will adjust automatically. If you upload a graphic that is wider than 400 pixels, the Image Justify option will have no effect. The left edge of the image will be aligned with the left edge of the login dialog box.

Use Browse to find and select the image file.
Click Open. A preview of the login logo is displayed.

Note: To remove the currently selected logo, click after Preview. To replace it, simply upload another graphic file.

Default Document Logo

You can upload a graphic file, such as a company logo, that users can then insert into documents and document templates.

Use Browse to find and select the image file.
Click Open. A preview of the new default logo is displayed.

Note: To remove the currently selected logo, click after Preview. To replace it, simply upload another graphic file.