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

Use the Smart Summaries tool to rapidly build Smart Summary briefings using AI-generated technology and your data. For example, you can create briefings that summarize data for your clients or projects. For more information, see Using the Smart Summaries Tool.

To enable Smart Summaries, see Enable AI-Generated Smart Summaries.

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