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 to activate the Smart Summaries tool. Company-specific settings include your company's name, address, and phone format.

For more information about Smart Summaries, see Use the Smart Summaries Tool and Enable AI Generated Smart Summaries.

If your enterprise uses multiple companies, you must specify company settings for each company.