Content Manager 25.1 Web Client Help

# Settings

To view the Settings, click on the Masthead menu. The Settings window is displayed and contains the following tabs:

Locale

Language

Users can change the language Content Manager Web Client is displayed in. To change the language:

1. Click Locale tab in the Settings window.
2. From the drop-down list, select the required Language.
3. Click OK.

Content Manager Web Client will refresh and reload Content Manager Web Client in the Language selected by the user.

Date Format

Users can specify the format the date is displayed. To select a Date Format, from the drop-down list, select from the following:

mm/dd/yyyy to display the month before the day, e.g. 12/31/2014

dd/mm/yyyy to display the day before the month, e.g. 31/12/2014

yyyy/mm/dd to display the year first, e.g. 2014/12/31

Date Separator

Users can specify the separator used when displaying dates. The separator will be used in the selected Date Format. To select a Date Separator, from the drop-down list, select from the following:

/ to display the date as 31/01/2014

- to display the date as 31-01-2014

. to display the date as 31.01.2014

Time Zone

Users can set their local time zone. Once this option has been set, the displayed dates/times will be in the user's selected time zone.

To set the Time Zone, from the drop-down list, select the appropriate Time Zone. Click OK to save the change.

Page Size

From the drop-down list, users can select the number of items to be displayed on a page of search results. Administrators can set this as a Global Setting, see Global Settings for details.

Document Viewer

The Content Manager Web Client provides a generic document viewer to view different types of documents. If you want to view your document in the native application, you can bypass Content Manager document viewer for those file types. Depending on the browser you are using, the document will be opened in another tab or you will be prompted to save and download the file to your local system.

User can choose how particular electronic document file types are viewed in Content Manager Web Client. The options to choose from are:

- Bypass Content Manager Viewer for These File Types - the supported file types will be displayed using the browser's viewing capabilities.

NOTE: If the attempt to view large CSV file fails in Web Client, bypass the Content Manager viewer for CSV file type in the Settings > Document Viewer. You will then be able to view the CSV as a plain text.

To select the file types:

1. Click in the option field and from the displayed drop-down list, click the required file type.
2. Click OK to save the changes.

To remove a selected file type:

1. In the option field, click the X next to the file type name.
2. Click OK to save the changes.

For more information, refer Configuring Document Viewer section in Content Manager Web Client Installation and Configuration document.

Global Settings

Users with appropriate user permissions can set some of the Web Client settings as Global Settings, which users can then download. If a user has the correct user permissions, they will see the Global Settings tab on the Settings dialogue.

The settings that are saved as Global Settings are:

- Locale - Time Zone and Page Size settings
- Document Viewer - Bypass Viewer File Types option
- Default properties and fields for tree boxes - the columns selected for grid view are set as global. This change is reflected in Content Manager client also.

Tag the options that you want to set as global settings or select the Select All check box to tag all the options and click OK.

Record Types

You can save your favourite Record Type in the order you want to. The option Display the following record type first allows you to choose your favourite record type to be displayed, while creating a new record, in the order you want them to be displayed.

NOTE: You can add maximum of 20 record types to your favourite list.

To set your favourite record type:

1. Click Record Types tab in the Settings window.
2. Check the Display the following record type first option.

3. From the KwikSelect, you can pick the record types and click OK.

   The selected record types are displayed in the list box. You can use the up and down arrows to arrange the record type display order.

4. Click OK to close the Settings dialogue.

   When you create a new record, the record types are displayed in the same order you have set.

Get Global settings

Content Manager Web Client Administrators can set Global Settings that users can download. These Global Settings will overwrite any user settings that have been applied.

To download the global settings:

1. On the Settings window, click Get Global.

2. The following warning will be displayed in the Settings dialogue. Click Yes to update the current settings to the Global Settings.

   You are about to download the following global settings as defined by your Administrator: Time Zone, Search Results Page Size, Document Viewer, Explorer, Default properties and fields for the Properties panel as well as the Record Type display order settings. Are you sure you want to change your settings to the global version?

3. Click OK to close the Settings dialogue.

Copyright 2008-2025 Open Text
Version 25.1 | Last updated October 2024
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Product: Content Manager 25.1

Topic Title: Settings