Skip to main content

Personal DMS settings

Updated over a month ago

Overview

In this area, you store your personal settings for the DMS area (document management system).


Basic view settings

You can specify the following display options:

  • View: Select which view you would like to work with

  • Start collection: Determine which collection you start with after logging in

  • Design: Specify which design you would like to use

  • Layout: Define which layout should be saved


Search settings

You can save your personal search settings here.

Search history

You can also manage the settings for your search history in this area.


Settings for new queries

You can customise the creation of new queries exactly to your needs.

image-20251007-083315.png

Available options

Define the following areas:

  • Authorisations: Specify who is granted access

  • Visibility: Determine who can see the request

  • Authorisations: Define which rights are assigned


Further DMS settings

PDF annotations

You can manage the settings for PDF annotations in the DMS area here.

Archived documents

Here you control how archived documents are handled in the DMS area.


Collection and folder management

⚠️ Important: Default behaviour for drag & drop

You must define your default behaviour here:

Select one of the following options:

  • Add: Documents are added to the collection/folder during drag & drop (original remains in the original location)

  • Move: Documents are moved during drag & drop (original is removed from the original location)

This setting determines how the system behaves during each drag & drop process.


Email notifications

You can manage your e-mail notifications for the DMS area here.

image-20251007-083649.png

What can you set?

You can specify the exact situations in which you would like to receive an e-mail notification.


Note: All settings in this area only apply to your personal user account in the DMS area.

Did this answer your question?