Site: Search/Browse Options

Note: Users assigned to this site inherit these settings as defaults but can override them with the corresponding options in My Profile.

Default Relationship View

This setting determines the default My Relationship setting in Search and Browse. To set a default relationship view that applies to all users and not just those with specific role assignments, select either All Documents - Selected Status, All Documents - All Active Statuses, or Documents I Read/Complete.

Note: If a user is not assigned the document role corresponding with the default relationship view, My Relationship will default to All Documents - Selected Status for that user. For example, if you select Documents I Approve as the site default, the default My Relationship setting for a user with only the Assignee role will be All Documents - Selected Status.

Default Search/Find Field

This setting determines the default Search Field setting for both Search and the Find feature in Browse.

Note: If the Search feature always searches all fields option is selected in General Properties in Company Setup (see General Properties Settings), that option overrides the Default Search/Find Field selection for a specific site.

Default Browse Arrangement

These options correspond to the Arrange by options in a Browse document list and determine which is selected and in effect when a user first accesses Browse after login.

Limit Find

This setting determines whether the Limit find to selected item in arrangement option in Browse is selected by default.