Differences

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

--- cats:settings:usersettings [2018/04/26 13:56] – jen
+++ cats:settings:usersettings [2019/12/09 18:27] (current) – [User History Tab] amanda
@@ Line 1: / Line 1: @@
 =====User Settings=====
-{{entry>0;User Settings/Entry;-}}
+{{entry>0;Settings/User Settings;-}}
 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.
 ====General Tab====
-[{{:cats:settings:usersettings_generaltab.png|User Settings General Tab}}]
+[{{:cats:settings:usersettings_general.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.\\
@@ Line 13: / Line 13: @@
   * **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.
@@ Line 29: / Line 19: @@
 **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.}}]
+[{{:cats:settings:usersettings_printersettings.png?|Click the Printer Settings button to open the printer options.}}]
 ====Printer Settings====
 <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}}]
+[{{:cats:settings:usersettings_printeroptions.png?|Printer Settings Options in CATS}}]
 ===Printer Settings:===
@@ Line 58: / Line 48: @@
 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}}]
+[{{:cats:settings:usersettings_appearance.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.
@@ Line 79: / Line 69: @@
 ===Modify the visual appearance of CATS===
-**Screen Colors** -\\
+**Screen Colors** -Select screen colors.\\
-**Screen Fonts** - \\
+**Screen Fonts** - Edit display fonts.\\
 **Use New Screen Layouts** - Turn on or off new screens for each type of screen. This option will soon be retired. \\
+====Documents Tab====
+[{{:cats:settings:usersettings_documents.png?|User Settings Documents Tab}}]
+**Custom signature text (for traffic orders)** - Adds a line to traffic forms for the form's creator/manager to sign.\\
+**Digital signature path** - \\
+**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.\\
+**Save a copy of documents to my personal folder:** - Lets you save a copy of your document to a folder. Choose **...** to choose folder location.\\
+**Delete generated documents 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.\\
 ====Email Tab====
 Change or add details about your email address and which email client to use from this tab.
-[{{:cats:settings:usersettings_emailtab.png|User Settings Email Tab}}]
+[{{:cats:settings:usersettings_email.png?|User Settings Email Tab}}]
 **Email address**- Must be filled in to use the automatic emailing of documents. \\
@@ Line 91: / Line 94: @@
 ===Internal Email Client Settings===
-If you use the CATS internal email client, use these options to set up the internal client.
+If you use the CATS internal email client, use these options to set up the internal client.\\
-**Internal Contacts** -\\
+**Internal Contacts** -List of internal contacts.\\
-**Outgoing log**-\\
+**Outgoing log**-Outgoing email log.\\
-**Outgoing mail identities**-\\
+**Outgoing mail identities**-Email address on outgoing mail. \\
-**Default Identity**-\\
+**Default Identity**- default identity is (none).\\
+**Tracking Notification rules** - See wiki on [[cats:procedures:maintenance:trackingnotifications|tracking notification.]] \\
 ====User History Tab====
 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:settings:usersettings_userhistorytab.png|User Settings User History Tab}}]
+[{{:cats:settings:usersettings_userhistory.png?|User Settings User History Tab}}]
-**Enable user history**-\\
-**By default, delete entries older than one month**-\\
-**Use the table below to adjust the user history settings for individual document types**-\\
-**On Name**-\\
-**Printed reports**-\\
-**Contracts**-\\
-**Invoices**-\\
-**Production Requests**-\\
-**Deliveries**-\\
+**Enable user history**- Check this box to enable user history.\\
+CATS can save the history in your list of recently accessed items. Use these settings to adjust the amount of time for which CATS will keep these items in the recently accessed list.
+**By default, delete entries older than:** - CATS will use the amount you set using the drop-down box, which for the system defaults to **One Month**. Or choose one weeks, two weeks, one month, two months, six months, one year or never.\\
+**Use the table below to adjust the user history settings for individual document types**:\\
+  * Printed reports\\
+  * Contracts\\
+  * Invoices\\
+  * Production Requests\\
+  * Deliveries\\
+<note important>CATS does not delete the actual documents or reports, only removes the listing from recently used lists.</note>
 {{tag>settings}}