Content Manager 25.2 Content Manager

# System Options

IMPORTANT: If your organization or service provided has opted to use the Content Manager Administration client, not all System Options will be available in the Content Manager client. Options marked with a * will only be available in the Content Manager Administration client; those marked with a # will be available in both, with different options available in each application. See the Content Manager Enterprise Studio - Dataset setup and maintenance - Content Manager Administration client help for further information.

The system options enable you to configure your Content Manager software to suit your organisation's preferences.

These values are stored within the dataset.

The System Options dialogue box is accessed from the Administration tab.

To search for a System Option, on the System Options dialogue box, click in the Search field and type in a word or phrase that is in the System Option caption. The list of System Option pages will reload to display the pages that have a System Option that contains the searched word(s). Click on the displayed System Option pages to find the required option. To reset the System Options pages back to the default list, click the Clear button in the search field.

- System Options Features page# - to select the active features on Content Manager
- System Options Record page - establish system wide settings
- System Options Contacts page - to set default values for record assignee, record owner, and record home.
- System Options Container page - to set default behaviours for record containers
- System Options Disposal page - to set default behaviours for disposal processes
- System Options Dates and Times page - to set default date and time behaviours and settings
- System Options Mobile Client page - to set the session timeout for all connecting mobile devices
- System Options Security page#- establish various security settings
- System Options Locations page - for setting default Locations
- System Options Actions page - for setting default email notification and rescheduling for Actions and Workflows
  - Calendar editor for administrators - set default non working days
- System Options Workflow page - for the rescheduling of Actions and Procedures
- System Options Classification page - for setting the behaviour of Classifications
- System Options Barcodes page - for determining whether Content Manager barcodes or foreign barcodes are to be printed
- System Options Web Services page * - for defining the host name that accesses the Content Manager dataset
- System Options OneDrive page - to set OneDrive connectivity
- System Options Google Drive page - to set Google Drive connectivity
- System Options Events page * - to set events defaults
- System Options Email Records page - to set defaults for email records
- System Options Notifications page # - for email notification options
- System Options User Types page - to set the default permissions for the user types allowed in Content Manager
- System Options Currency page - to define the default currency characters and format
- System Options Compliance page - to set US DoD, UK National Archives and US FDA compliance options
- System Options Caching page * - for setting the caching options
- System Options Prefetching page *- for setting the prefetching options
- System Options Storage page* - to set options for the way documents are transferred, single instancing and document hashing to avoid duplication
- System Options User Interface page - to set lockdown, shortcuts and double click options
- System Options Documents Types page - to configure how different document types are processed
- System Options Office Integration page - to enable, by default, the Enable Check In and Delete on Close option
- System Options Miscellaneous page # - to set, among others, certain container, fiscal year and hold options
- System Options Search Methods page - to make selected search methods unavailable to users

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Version 25.2 | Last updated April 2025
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Product: Content Manager 25.2

Topic Title: System Options