Options
Use Options Settings to establish both system-wide and company-specific settings. System-wide settings include workflow logs, internet authentication, polling intervals for alerts, exported report destinations, FileStream file size upload limits, Text Editor font defaults, and activating AI-generated Smart Summaries™. Company-specific settings include your company's name, address, and phone format.
If your enterprise uses multiple companies, you must specify company settings for each company.
- Related Topics:
- How to...
You can define overall features of your implementation, both system-wide and on a company-by-company basis. - Options Form in General Settings
Use the Options form to enter system-wide settings for workflow logs, internet authentication, polling intervals for alerts, exported report destinations, FileStream file size upload limits, and Text Editor font defaults.
Parent Topic: General Settings