You are here:

System-Wide Settings

System-Wide Settings are divided into the following groups:

Organization Setup

Regional Settings

Default Document Logo

Default Display Options

Search/Browse Options

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 Overview and in welcome emails. The business title is also available to insert into documents using Insert Properties.

Content Arrangement. These options let you control which filing items (such as departments and categories) and content items (documents, questionnaires, and campaigns) are displayed when browsing.

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

Selecting a property displays a list of all available filing options. In the example below, Departments is the selected filing option.

By default, only those filing options with content items assigned to them appear in the Arrange by list. To change this setting, click Display all items, regardless of count.

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

To disable this feature, click to clear the Display content 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 the user's content 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 content 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 content items 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 content items matching users' default browse arrangements, select Automatically load the content list on the Browse screen.
When using Browse or Search, a user can only find content 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 content item directly by entering the URL in a browser, regardless of his or her site assignments. To also enforce site restrictions on content items accessed by URL, select Restrict users to viewing content within their site(s).
By default, users can select in My Profile which content item properties or content—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.
When users access Search in the Documents area, basic search functionality with only a search text box is enabled by default. Users can then access additional search options, including Advanced Search, by clicking .

To have the Advanced Search options displayed for all users immediately upon clicking Search in the Documents area, select Use Advanced Search by default.

Important: If you don't see the Use Advanced Search by default option, then Advanced Search has not yet been enabled. To enable it, click System Settings, click System / IT Settings, click Database Manager, and then click Rebuild/Enable Full-Text Indexes.

Note: There is no Advanced Search feature for questionnaires and campaigns.

Note: The search results are displayed differently for Advanced Search than for a basic search. The Advanced Search results grid shows both the document titles and the first instance of text within the document (if any) containing the search text, while the basic search results grid contains only titles.

Advanced Search results grid

Basic search results grid

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 Content 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.

Default Display Options

The Default View options correspond with options in the left panel of the main PolicyTech screen and determine which is selected and displayed when users log in.

Notes:

Default View can be set differently at the site level (see Adding a Site).
Users can override the Default View set at the general or site level using My Profile.

Search/Browse Options

Notes:

The following Search/Browse options can be set differently at the site level (see Adding a Site).
Users can override Search/Browse options set at the general or site level using 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 Content - Selected Status, All Content - All Active Statuses, or Content I Read/Complete.

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

Default Search/Find Field

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

Notes:

If the Search feature always searches all fields option is also selected (see Organization Setup above), that option overrides the Default Search/Find Field selected here.
The Full Text option applies only to Search and Find in the Documents area. If you select Full Text, then Search and Find in the Questionnaires and Campaigns areas will default to Title.

Default Browse Arrangement

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