RDocs™ service settings

The Settings tab allows you to customize your workflow by defaulting the settings you save into the applicable fields, ensuring a seamless experience every time you use RDocs.

The Settings tab is available to all users. It consists of two categories: company settings and personal settings. What options you see will depend on your role:
- If you have a customer administrator role, you will be able to access company and personal settings.
- If you have a user role, you will only be able to access personal settings.

This article covers the following topics:

• Profile Tab
• General Tab
• Default Document Settings Tab
• Direct Send Defaults
• Advanced Tab
• Overriding and Locking settings

Profile Tab

In the Profile tab you can view your personal information.

General Tab

In the General tab you can set the:

- Date Format: How dates are arranged, such as the order of day, month, and year, and any symbols or punctuation used.
- Service language: The language used for notifications sent to the recipient, as well as the viewer's app. Note: You can modify this setting when generating or sending an RPD by using the Reader Language option. .
- App language: The language in which the sender's RDocs interface is displayed.
- Landing page: Choose the tab within RDocs where you want to land after logging in. 

Note: You can track historical changes made to the settings by clicking on the History icon. The log provides detailed information on modifications, including timestamps of changes, affected options, and the initiator of the change. This comprehensive log meticulously records adjustments to both Personal and Company-wide settings, encompassing details such as Override user settings and Lock settings available at the Company level.

Default Document Settings tab

In the Default Document Settings tab, you can configure various options for the RPD related to Access Control, Real-Time Interactivity, Location, and Content Protection. Some of these settings require entering specific values, while others offer the option to check Pre-Select, so that these features are selected by default when generating or sending an RPD.

Only two settings, Page locker and Text authentication, do not set default values but instead control whether the corresponding option will be available for use when managing, sending, or generating an RPD.

Important: For the default values to actually appear pre-selected, the Access Control level must be set to either Control Readers or Restrict Readers. If the Access Control is set to Protect Views, only the options supported by that security level (such as Proof of Sending or Timestamp) will be pre-selected. If you raise the security level at the moment of sending an RPD, additional settings may become available but will not be selected by default.

Note: All default values defined in the Default Document Settings tab can still be adjusted manually in the Send or Generate tabs before sending the RPD.

- Page Locker: If enabled, the setting will be available when generating or sending an RPD. If set to No, it will appear greyed out.

- Text Authentication: If enabled, the option to send the verification code via text message will be available in the Send tab. Note: You will be able to send via text only if the corresponding add-on has been purchased.

Direct Send Defaults

The Direct Send Defaults tab allows you to configure default settings for each security level, to be applied when using RDocs through either the RDocs Gateway or the RPostONE Desktop App.

In the Default settings for dropdown, you can select either RDocs Gateway or the RPostONE Desktop App.

If you select RPostONE Desktop app, you’ll see three tabs corresponding to the three available security levels. You can configure each level individually and click on Save. Once these options are configured, the Desktop application will automatically apply the appropriate settings based on the selected security level whenever an RPD is sent.
Click on the article to read more about using RDocs in RPostONE Desktop.

If you select RDocs Gateway, new options will appear:

- In the RDocs Gateway dropdown, you can configure how RDocs will apply settings when sending an RPD through the Security Gateway. This feature allows you to determine the precedence of settings used during the sending process.​ Note: If you're unfamiliar with Security Gateway or haven't yet configured it in your email system, please refer to the Security Gateway section of our Help Center for comprehensive information.

* Only apply Headers in the email: The system uses only the headers configured in the RDocs Gateway to determine the RPD settings.​

* Apply Headers in the email and Direct Send Defaults: The RPD will carry the headers configured in the RDocs Gateway. However, those settings not specified in these headers will default to the configuration set in the Direct Send Defaults of the RDocs application.​

* Only apply Direct Send Defaults: The RDocs Gateway headers are ignored, and the settings defined in the Direct Send Defaults of the RDocs application are applied to send the RPD.​

If a security level is not passed in the headers, values will default based on the selected Access Control option.

Each security level within Access Control can be configured individually, so the settings applied will depend on the level selected.

Important: If you don't see the Direct Send Defaults tab, contact your Customer Success representative to have it enabled.

Advanced tab

In the Advance tab you can configure the following settings:

- Track Killed Documents: If enabled, it allows you to view killed RPDs in the Manage tab by adding an option in the Status section of the Search and Filter bar at the top.

- E-disclosure: This feature allows you to display a Terms of Service pop-up that readers must agree to before they can view the document. This adds an additional layer of acknowledgment and consent before access is granted.  Enabling or disabling the E-disclosure feature lets you choose whether this option will be available or not in the Content Protection panel when generating or sending the RPD. If it is disabled, the option will be greyed out and not available.

You can also select the security levels for which E-Disclosure will be enabled.

- Terms of Service: Allows you to customized the text that will be displayed as a pop-up before the recipient views the document.

Overriding and Locking settings

Customer admins have the capability to Override user settings or to Lock settings.

- The Override user settings option provides the ability for a customer administrator to override an individual setting of all the users in the company.

- The Lock settings option empowers customer administrators to restrict individual settings, ensuring that no users within the company account can modify them. The locked settings, in the Personal settings tab, will show a red lock icon and will no longer be editable. Only customer administrators can unlock settings from the Company settings tab.

Note: In the Admin Tab, Customer Admins have the ability to view and modify the roles of users within their account.