Chapter 2. Option settings
The Document Manager Options menu enables you to customise the Document Manager to suit your requirements. There are three areas where you can set options:
General options
Watch options
File type options
General options
The General option settings allow you to specify how the 'Clients' cabinet drawers are named, the position of the Categories tabs, and how all the document lists are displayed.
You can also enable automatic file and database synchronisation, and set the time and frequency that it will occur. For information on file synchronisation, please see Chapter 7,
“Additional tools”.
Setting the General options
1. From the
Options menu, click General. The "General Options" window will open.
Figure 9: The "General Options" window
2. Complete the "General Options" window settings as required, and click OK to accept them.
Click Defaults if you want to revert to the default factory settings.
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Chapter 2. Option settings Document Manager 2015
Tip: For information on the "General Options" window, press F1 to display the online help.
Created and Opened dates
You can configure the Document Manager main window to display either or both the
Created and Opened columns.
The Created column shows the date the document was added to the Document Manager.
The Opened column shows the date the document was last opened.
1. From the Options menu, click General Options to open the “General Options” window.
2. Under Columns to Show, select the Created and Opened check boxes as required.
Enabling Version Control
Version Control lets you revert to the previous version of a document when you are editing it.
1. From the Options menu, click General Options to open the “General Options” window.
2. Under Version Control, select the Enable User Interface check box.
Activating the Microsoft Office add-ins
Activating the Microsoft Office add-ins enables you to save documents directly from Word, Excel and Outlook into the Document Manager.
1. Ensure that all your Microsoft Office programs are closed.
2. From the Document Manager Options menu, click General to open the “General Options” window.
3. Under
Microsoft Office Add-Ins, click Activate.
4. Click
OK to exit the “General Options” window.
5. Open a Microsoft Office program; for example, Word. You should notice a new HandiSoft button on the toolbar.
Compressing the DocMan directory
The Document Manager stores the document files in the DocMan directory, which can be on the local computer or a network server.
To save disk space you can compress the DocMan directory. To do this:
1. From the Options menu, click General to open the "General Options" window.
2. Select the Compress documents check box. If the DocMan directory is already compressed, you can clear the Compress documents check box to uncompress it.
Note: If the Compress documents check box is not available, you probably do not have the required permission to change the DocMan directory.
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