Contracts Manager™ | Step-by-step Guide: System Defaults

Content

Contracts Manager™

Step-by-step Guide: 

System Defaults

A step-by-step guide to managing System Defaults that include Application Defaults, Login Page Type, Quick Links & Shortcuts and Contracts Defaults.  

Application Defaults

Application Defaults are located under the Preference Settings/System Defaults in the Set-up Tool. The System Admin can increase the number of rows that can be displayed throughout the system by selecting the drop down menu beside “Default Number of Records per Page” and clicking the save settings button.  

Login Page Type

Login Page Type is located under the Preference Settings/System Defaults in the Set-up Tool. This feature allows the System Admin to hide the Registered User login box on the homepage. The Registered User can enter in their Username and Password by clicking on the link. To enable this feature follow the steps below.

1. Click on the checkbox for “Hide Registered User Login Box for Site

2. Click on the Save Settings button

Display Site System Administration Information

Several of our users requested that the Contract Manager System Administrator Information for their specific organization be visible for their end users on the Home Page of Contract Manager under the “Get Help” section. Our Development Team has responded by adding this functionality under Set-up Tools/Preference Settings/System Defaults/Login Page Type.The contact information can be placed in this section.

Printing Defaults

You have the option to decide if a watermark that reads “Uncontrolled when printed” appears on Contracts that are printed from Contracts Manager.

Quick Links & Shortcuts

Quick Links & Shortcuts are located under the Preference Settings/System Defaults in the Set-up Tool. This feature allows the System Admin to add any URL shortcuts to the homepage for their End-User to be able to access. To add a Quick Link & Shortcut follow the steps below.

1. Click on the (+) button

2. Fill out the Name, URL, select the Site

3. Click on the Active checkbox

4. Click on the Save Settings Button

Contracts Defaults

Contracts Defaults is located under the Preference Settings/System Defaults in the Set-up Tool. This feature allows the System Admin to set the default Project activation options. Choosing Automatic will activate the Contract immediately upon Project completion. Choosing Manual will require that you select an Activator to activate the contract before it is active. If you would like to leave both options for Projects users, choose Both.