Select ToolsPreferences from the menu to display the
"Preferences" screen (see figure 9.3).
Figure 3.16:
Preferences
Configure incoming/outgoing documents settings:
Template
Select the default template for outgoing documents from
the selection box. When creating a new document you can automatically
assign it a template that you prepared earlier. This can save you time
if you often create documents that are based on the same template. To
learn more about document templates refer to section
3.13.
Classification
Select the default document classification for
incoming and outgoing documents from the selection box. This value will
be automatically set in the document card when creating new incoming
and outgoing documents. To learn more about document classifications
refer to section 3.11.
Header
Select the default document header for
outgoing documents from the selection box. This value will be
automatically set in the document card when creating new
outgoing documents. To learn more about document headers refer to
section 3.12.
Save in Folder
Select the default folder location to save in
incoming and outgoing documents. This value will be automatically set
in the document card when creating new incoming and outgoing documents.
To learn more about document folders refer to section
3.4.
Configure internal document settings:
Template
Select the default template for internal documents from
the selection box. When creating a new document you can automatically
assign it a template that you prepared earlier. This can save you time
if you often create documents that are based on the same template. To
learn more about document templates refer to section
3.13.
Classification
Select the default document classification for
internal documents from the selection box. This value will be
automatically set in the document card when creating a new incoming and
outgoing documents. To learn more about document classifications refer
to section 3.11.
Header
Select the default document header for internal documents
from the selection box. This value will be automatically set in the
document card when creating new internal documents. To learn more about
document headers refer to section 3.12.
Save in Folder
Select the default folder location to save internal
documents. This value will be automatically set in the document card
when creating new internal documents. To learn more about document
folders refer to section 3.4.
Configure general settings:
Search Period
Select the default date range for document search results.
Add to Outlook Tasks
Add document reminders to Outlook Tasks automatically.
Mouse Wheel
Disable the pointing device's scroll wheel. This can
sometimes assist when navigating through search results.
Auto Ref
Add a prefix to document reference labels, for example '2006'.
This will automatically create a unique reference label starting with '2006'
for all outgoing and internal documents.
Outlook Contacts Folder Path
Press the '...' button under 'Name of
Outlook Folder' to configure your Outlook contacts folder (see figure
3.17). Select the folder that contains your
contact details and press 'OK'.
Figure 3.17:
Configure Outlook Contacts
Folder
User Name
Select your organization's name from the list. You can
type a value in this field and add it to the list by pressing 'Enter'.
Preferences from the menu to display the
"Preferences" screen (see figure 9.3).
