Differences

This shows you the differences between two versions of the page.

--- cats:procedures:maintenance:userpreferences [2017/05/17 17:39] – [General] jen
+++ cats:procedures:maintenance:userpreferences [2019/11/19 16:48] (current) – jen
@@ Line 1: / Line 1: @@
 =====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.}}]
-There are 4 user option tabs.
-[{{:cats:procedures:maintenance:userpreferences_usersettingsalltabs.png?|User settings all tabs}}]
 ====General====
@@ Line 33: / Line 31: @@
 **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:procedures:maintenance:userpreferences_usersettingsappearance.png?|User setting appearance tab}}]
+[{{: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. \\
-**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.\\
-**Traffic marks positioning on edit**- \\
-  * Show HTML output options on the top level print menu.\\
-**Reset Choosers**-\\
-Reset chooser columns and orders to their default.\\
-**Modify the visual appearance of CATS**-\\
 ====Email====
@@ Line 54: / Line 94: @@
 **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** - \\
+**Tracking notifications rules** - see wiki for details [[cats:procedures:maintenance:trackingnotifications|Tracking notification rules]]\\
 ====User History====
@@ Line 62: / Line 102: @@
 [{{:cats:procedures:maintenance:userpreferences_usersettingshistory.png?|User settings user history tab}}]
-**Enable User History**-\\
+**Enable user history.**\\
-**Clear History**-\\
+Clear History\\
-**By default, delete entries older than X:**\\
+**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"}}