Options Startup page

The Startup page enables you to set your default settings when Content Manager is started.

• Open the following windows when Content Manager connects - the window that will appear when you log in to Content Manager:

  Select from the following

  • Find record

    See Searching Content Manager.

  • Records In Tray
    See Trays.
  • Records Due Tray

    See Trays.

  • Records In or Due Tray

    See Trays.

  • Activity Due Tray
    See Trays.
  • Record Work Tray

    See Trays.

  • Favourite records
    See Favourites, Recent, Trays, To Do Items.
  • Recent Containers
    See Favourites, Recent, Trays, To Do Items.
  • Recent Documents

    See Favourites, Recent, Trays, To Do Items.

  • Favourite workflows
    See Favourites, Recent, Trays, To Do Items.
  • Browse via Classifications
    See Classifications.
  • Offline Records
    See Offline Records.
  • Requests

    See Requests.

  • Favourite Classifications
    See Classifications.
  • Documents checked out
    See Electronic document management.
  • To Do items
    See Favourites, Recent, Trays, To Do Items.
  • Favourite saved searches
    See Favourites, Recent, Trays, To Do Items.
  • Favourite locations
    See Favourites, Recent, Trays, To Do Items.
  • Check In Styles
    See Check In Style feature.
  • Browse Clients and Matters
    See Clients and Matters Legal Structure.
  • User Labels
    See User Labels
  • Dashboard
    See Dashboard
  • Explorer
    See Explorer
  • Window to display when starting Content Manager Desktop - from the drop-down list, select which window will be displayed as the starting page when using Content Manager Desktop.
  • Associate Content Manager Reference files with - select which version of Content Manager to open Content Manager *.tr5 reference files with:
    • Content Manager Desktop
    • Content Manager client