Get Global

Get Global enables users to retrieve the global settings that the administrator or user with the correct Change System Settings permission has set up.

NOTE: Until a user opts to retrieves the saved Global Settings, or the Global Settings are pushed through Lockdown styles, they may have different options and settings to other users. If organizations want to stop users modifying their settings, review the System Options - User Interface - Lockdown style

See Setting up Global Settings.

The Get Global button is located in the File - Options dialogue box.

Content Manager retrieves the following defaults if the administrator has set them:

  • Cascade Properties - default properties and fields for cascade properties.
  • Command Shortcuts - ribbon command shortcuts such as saved searches and search forms.
  • Dashboard - dashboard settings; right-click in the Dashboard window to access the Dashboard Settings.
  • Default Sort and Filters - default search sorting and filtering
  • Default Sort and Filters for trays - default search sorting and filtering for trays
  • Documents - defaults when a document is dropped onto Content Manager
  • Dropped Folders - filtering for dropped folders
  • Dropzone
  • Email - sending email settings
  • Explorer - Explorer Settings; right-click in the Explorer window to access the Explorer Settings.
  • Favourite Search methods
  • GIS setting - GIS setting for the GIS feature
  • Language - language and other regional settings
  • Mobile Client - Mobile Client Settings
  • Outlook Add-In - Content Manager In Outlook configuration.

    NOTE: If a Default check in style for email messages or Default check in style for email messages in Sent Items is set to a Check In Style that the users retrieving the Global Settings do not have permissions to access the users will get an error message when they attempt to save their new settings. Users will need to either remove the retrieved default setting by clicking Clear or update the option to be a Check In Style they have access to.

  • Recent Search Methods
  • Reporter Fonts - fonts for Content Manager Report Layouts
  • Ribbon - ribbon and frame settings
  • Search - search settings
  • Select Record Type - how to display suitable Record Types when creating a new record.

    NOTE: The list of favourite record types is not saved as a part of the Global Settings, only the Display the following favourite record types first option and the Then, display record types matching the following saved search settings. If the System Options - User Interface - Lockdown style is set to Lock Down users will still be able to modify the list of favourite record types to be displayed.

  • Spelling - spell checker dictionaries
  • Start Up - windows to display when starting Content Manager
  • Tree Box Columns - default properties and fields for tree boxes
  • User Interface - user interface settings
  • View Pane Items - default properties and fields for view panes
  • Viewer - viewers/applications to use when displaying electronic documents
  • Web Client - Web Client Preferences stores the following: Document Viewer Preferences; Timezone information; Search Results page size; Explorer settings; default properties; grid view settings and Record Type display order.
  • Web Client Commands - menu commands and popups for the Web Client command shortcut bar

NOTE: You cannot download the database global settings in Offline mode.