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.
In the Profile tab you can view your personal information.
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.
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.
In this tab, you will find the Track killed documents setting. If set to Yes it will allow you to view killed RPDs in the Manage tab, as it adds the option in the Status section of the Search and Filter bar at the top.
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.