Show pageOld revisionsBacklinksFold/unfold allBack to topAdd Tags This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. =====User Preferences===== {{entry>0;User Preferences;-}} This page details the user-specific settings available in CATS. User settings are unique to each user and are not applied system-wide. Settings are also unique to each area of CATS, so that isolated areas have their own user settings. Go to **User Preferences > User Settings**. [{{:cats:procedures:maintenance:userpreferences_usersettings.png?|User settings access menu.}}] ====General==== [{{:cats:procedures:maintenance:userpreferences_usersettingsgeneral.png|User settings general tab}}] **Language** - Select a language for your user. This affects the output language of documents, not the language of menus and on-screen labels. Choices are English or Spanish.\\ **CATS date** - Change your user's date in CATS for this session. If you exit CATS and log back in, the date will reset to the date on your server. This is useful when entering multiple transactions, invoices, or contracts that occurred on a prior date. \\ **Allow +/- to navigate between contracts** - The **+** and **-** menu choices let you navigate from one record to another. When viewing location screens or contract items, you can be switched to a different contract, which can be confusing for users. Choices for this menu option are: * **Allow** - Simply moves you to the next record, even if that record is on another contract. * **Prompt** - You will be asked every time using the + or - option will move you to another contract. * **Forbid** - When the first or last record of a contract is reached, the + and - buttons will have no effect. **Custom signature text (for traffic orders)** - Adds a line to traffic forms for the form's creator/manager to sign.\\ **Delete printed HTML files older than X days** - When checked, all HTML files printed to a user's individual HTML folder will be deleted after the number of days you enter in this box (default is **7**). Does not affect any files in CATS itself, only printed versions found in the HTML folder. This folder can grow to be extremely large, so if users notice slowdown, this option should be checked.\\ ===Documents Options=== **Use Microsoft Office to generate spreadsheets and documents** - Prints Excel Spreadsheets and Word Documents from CATS.\\ **Use Adobe Acrobat to generate PDFs** - Select which program to use to generate PDFs from CATS: * **Adobe Acrobat** - Not the free Reader program but the Adobe PDF creator. * **Microsoft Word** - Newer versions of Microsoft Word can create PDFs. * **wkhtmltopdf** - This is a free tool provided by New Data Systems that allows you to create PDFs from HTML files. * **Run command...** - Lets you run a script that creates a PDF. **Email documents to me instead of opening them** - If your company is using the CATS Email Documents module, you can choose to have all documents you print, including reports, emailed to your company email address instead of opening them on the screen.\\ **Default action for report selection** - When viewing a list of report files, double-clicking on a report file name can perform one of two actions: * **Modify** - Open up the screens that allow you to change report filters, columns, and order. * **Print** - Takes you directly to the print menu. **Print reports with CATS default style as standard** - Overrides your company's system-wide report settings or a report's unique style settings, always using the CATS default style of report printing.\\ **Printer Settings** - Click on the **Printer Settings** button to the right of the current setting description to open up the printer settings options. [{{:cats:settings:usersettings_clickprintersettingsbutton.png|Click the Printer Settings button to open the printer options.}}] ====Printer Options==== <note>This is the same settings screen that you would see if you went chose **File > User Preferences > Printer** from the CATS main menu.</note> [{{:cats:settings:usersettings_printersettings.png|Printer Settings Options in CATS}}] ===Printer Settings:=== **Printer Drop-Down Box** - The name of the current default printer is shown in the drop-down box. In the image above, it reads **Send to OneNote 2016**. Use this drop-down box to select a new printer that is available on this computer.\\ **This is a dot-matrix printer** - When checked, CATS uses a different print file format.\\ **This printer does not support multiple copies** - When checked, lets CATS know that it will be unable to trigger multiple copies of documents printed from CATS (so this option will not be displayed).\\ **Map network printer to local port** - Allows you to indicate which local port on your machine is used for this printer. \\ **Advanced Lookup...** - Lets you look up and find printers on the network using Windows' own printer lookup function. ===Page Setup:=== **Paper Type** - Select a size of paper. Choices are **Letter**, **Legal**, **A4**, **Wide Letter**, or **13" Legal**.\\ **Orientation** - Choose a radio button to the left of either **Portrait** (vertical is the longest side) or **Landscape** (horizontal is the widest side).\\ **Text height** - Choose Standard, condensed, or expanded text type, with **cpi** indicating characters per inch.\\ **Tray** - Which tray will be used to select the paper. Choices available will depend on the printer selected, but **Manual Feed** options are better for printing odd outputs like envelopes. **Logo file** - If your company uses a logo printed by CATS on physical outputs, the logo file to be used is indicated here. **Output language** - Choose in which language documents will be printed in the system for your user. Choices are English or Spanish.\\ **Transfer file path** - If you use a different path for transfer files than the path set in the system settings, enter the path in the space provided or use the **''...''** button to look up the path.\\ **Output text file** - Indicate which file path and name to use when saving text files printed from CATS, or click the **''Locate...''** button to look up a different file.\\ **When file exists:** - Allows you to either **Add** to an existing text file, **Overwrite** the existing file, or receive a **Prompt** if that filename exists.\\ ====Appearance==== Options found on this tab allow you to change the appearance of the CATS program, from fonts to the colors of menus and screens. [{{:cats:settings:usersettings_appearancetab.png|User Settings Appearance Tab}}] **Expanding contract note field** - Change this option to give priority to the notes field on the Contract Main screen to show a larger amount of the note instead of more contract items in the list. [{{:cats:settings:usersettings_notefield_options.png|Contract Note Field Options}}] Here is what each choice does: **No Expansion** - Shows only a few lines of the main contract note field. [{{:cats:settings:usersettings_notefield_noexpansion.png|Note field with no expansion.}}] **Expand Note** - Shows the entire note, then displays the items in a scrollable list.[{{:cats:settings:usersettings_notefield_expandnote.png|Note field with full expansion}}] **Items First** - Shows the entire item list, then displays as much of the note as fits. [{{:cats:settings:usersettings_notefield_itemsfirst.png|Note field with items first choice.}}] **Traffic marks positioning on edit** -\\ ===Reset Choosers=== **Reset chooser columns and orders to their default** - Deletes user-specific chooser settings and resets the columns for all choosers to the system default. Choosers are lists that each user can order and configure, such as the list of marks.\\ **Always show progress dialog when finished** - Display an on-screen printout of progress for printing, posting, or recalculating. Disable if distracting.\\ ===Modify the visual appearance of CATS=== **Screen Colors** - Change screen colors in CATS.\\ **Screen Fonts** - Edit display fonts in CATS.\\ **Use New Screen Layouts** - Turn on or off new screens for each type of screen. This option will soon be retired. \\ ====Email==== Change or add details about your email address and which email client to use from this tab. [{{:cats:procedures:maintenance:userpreferences_usersettingsemail.png?|User settings email tab}}] **Email address** -Must be filled in to use the automatic emailing of documents. \\ **Email client** -Choose which client to use to send emails. \\ **Internal Email Client Setting**- If you use the CATS internal email client, use these options to set up the internal client\\ **Tracking notifications rules** - see wiki for details [[cats:procedures:maintenance:trackingnotifications|Tracking notification rules]]\\ ====User History==== The settings on this tab determine how long to keep information in the user history file and how many entries to keep in the recently viewed list. [{{:cats:procedures:maintenance:userpreferences_usersettingshistory.png?|User settings user history tab}}] **Enable user history.**\\ Clear History\\ **By default, delete entries older than:** one month (or choose your frequency)-\\ **Use the table below to adjust the user history settings for individual document types**-\\ * Printed Reports * Contracts * Invoices * Production Requests * Deliveries {{tag>"user preferences"}} cats/procedures/maintenance/userpreferences.txt Last modified: 2019/11/19 16:48by jen