This page allows you to set up the general settings for documents and the news page in Exact Synergy Enterprise. To view the news page, click News in the Exact Synergy Enterprise toolbar.
To maintain the standard document settings, function right 269 — Maintain standard settings for documents is required. By default, users with the Documents administrator and Web administrator roles have this function right.
Note:
The information in this document is applicable to product update 269 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Click this to exit.
Click this to save the document settings.
This section defines the layout of the news front page.
Type a name of the city where the document is maintained. The city information is displayed below the news title and the news summary. This information is used only if there is no city information in the division of the person who created the document.
Type a value in bytes to specify the maximum size allowed for picture files to be attached to a front page.
Type a value in pixels to specify the width of the picture on the front page.
Type a value in pixels to specify the height of the picture on the front page.
Select an option to specify whether you can resize the pictures on the front page. The resize options available are:
This section defines the frontpage of the news page of the respective modules available in Exact Synergy Enterprise. Select a page to specify the default front page for the respective news pages of the following modules: Documents, HRM, Financial, Logistics, Customers, Workflow, Projects, Assets, and Others. To view the news page of a module, click the module name in the Exact Synergy Enterprise top menu and then click News in the Exact Synergy Enterprise toolbar. For more information, see Frontpage layout overview.
Type or select a front page for the Documents news page. By default, the default layout will be displayed.
Type or select a front page for the HRM news page. By default, the default layout will be displayed.
Type or select a front page for the Financial news page. By default, the default layout will be displayed.
Type or select a front page for the Logistics news page. By default, the default layout will be displayed.
Type or select a front page for the CRM news page. By default, the default layout will be displayed.
Type or select a front page for the Workflow news page. By default, the default layout will be displayed.
Type or select a front page for the Project news page. By default, the default layout will be displayed.
Type or select a front page for the Assets news page. By default, the default layout will be displayed.
Type or select a front page for the Others news page. By default, the default layout will be displayed.
Type or select a front page for the News service news page. By default, the default layout will be displayed. This setting allows you to select the Frontpage or List layout that can be defined at Modules ? Documents ? Setup? Layouts ? Frontpage or Modules ? Documents ? Setup ? Layouts ? List. For more information on frontpages and lists, see Creating and modifying frontpage layouts and Creating and modifying list layouts. This field is used by the Activity feeds page to retrieve the news based on the layout selected. For more information on activity feeds, see Viewing activity feeds.
This section allows you to set up links in the forum module. To view the forum module, click Forum in the Exact Synergy Enterprise toolbar.
Click this to specify a link in the forum module. After specifying a link description and URL, you will be able to see the link under the Links section in the forum module.
This section defines the default label used in communications with your various accounts (customers, suppliers, and associates). It also allows you the option to activate and use the new Word Merge which offers a wide range of improvements from the mail merge functionality. Note: For product update 249, Word Merge is limited to single merge actions only, for example, when performing a Word Merge from an account or person card.
Type a number to be used as the reference number on letters and e-mails. This number must be an integer, positive, and less than 2,147,483,646. It increases when performing each merge and may increase multiple times when performing bulk merging processes.
This field can be used to create your templates. For more information, see How-to: Customizing and using Word Merge Reference number field.
This section defines the layout of the documents in Exact Synergy Enterprise. For more information, see Overview of document layouts.
Type a value in pixels to specify the width of the pictures in the documents.
Select a layout as a default layout for documents which are created with categories without a specific layout.
Select this check box to make it mandatory to define the document type when you create a document. If you select this check box, documents cannot be saved unless you define a document type.
Select the Top check box to display the document properties at the top of the document when you modify a document.
Type the maximum number of tags that users are allowed to tag per document. The minimum number of tags per document is 1 and maximum is 999,999,999. By default, "100" is displayed.
Type the Microsoft Application ID. You can obtain this ID by registering at the Microsoft Application Registration Portal. When this ID is specified, it will be possible to upload and download attachments from OneDrive to Exact Synergy Enterprise. Thus, files from OneDrive can be attached to your timeline posts as well as to your documents in Exact Synergy Enterprise.
Note: During the registration at the Microsoft Application Registration Portal, the hyperlink defined at the Redirect URLs field has to begin with a “https”.
This section defines how the documents are displayed to public users of Exact Synergy Enterprise.
Select this check box to display the document ID for documents that are published to the public in Exact Synergy Enterprise.
This section provides an additional security feature called FDA secure document approval. The security feature provides an additional secure approval when a user approves documents in Exact Synergy Enterprise. This function applies to documents that need to be approved.
Select this check box to activate the FDA security function. When the FDA security function is activated, you will see a login dialog box when you approve a document. You need to enter a valid user name and password to continue with the secure approval. If the login is correct, you will see a screen that displays the security statement and allows you to approve the document. After the document is approved, you will see a dialog box that confirms that the document is approved. Click Close to exit.
Select a security statement that describes the security policy. This document will be displayed in the dialog box after the user login during the secure approval (if the user name and password is valid).
Type the URL that will be used to redirect the approval to the virtual directory to enforce additional security feature.
This section defines the URL for Synergy Office Add-in (Exact Synergy Enterprise integrated function with applications such as Microsoft Word and Microsoft Outlook).
Type the URL address to link the Synergy Office Addin with Exact Synergy Enterprise. If the URL is not defined in the settings of the Synergy Office Addin, this URL is used to link the Synergy Office Add-in with Exact Synergy Enterprise. For more information, see Installing MSXML component and Office Add-In.
You can select the type of document structure to be displayed.
For more information, see Document structure in classic mode.
Note: This is enabled only if you are currently using the Classic mode. Once you have upgraded to the Standard mode, you will not be able to revert back to the Classic mode.
This section allows to users to select a feedback form template for online help. For all pages in Exact Synergy Enterprise, users can press F1 or click the Help icon to display the System: Help page. When this section is defined correctly, a feedback form will be displayed at the bottom of an online help document to allow users the convenience of submitting feedback on how to improve the document.
Select a template for the online help feedback form.