Try RMail PRE-Crime Services – 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
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. Note: You can modify this setting at the time of generating or sending an RPD if selecting the Viewer 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 settings for the RPD related to Access Control, Location, and Content Protection. These settings will be applied as defaults and pre populated In the Send and Generate tabs. Note: You can modify these settings at the time of generating or sending an RPD.
- Page Level Restrictions: 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.
- 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.
Advanced Tab
In the Advanced tab, within the Gateway option, you can configure how RDocs applies settings when sending an RPD through the Security Gateway. This feature allows you to determine the precedence of settings used during the sending process.
- Configured Headers: The system uses only the headers configured in the Gateway to determine the RPD settings.
- Configured Headers and App Settings: The RPD will carry the headers configured in the Gateway. However, those settings not specified in these headers will default to the configuration set in the RDocs application.
- App Settings: The Gateway headers are ignored, and the settings defined in the RDocs application are applied to send the RPD.
Note: When sending an RPD directly from the RDocs application, the app's settings are always applied. The Gateway settings options only apply when using the Security Gateway solution.
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.
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.