Under the menu item “project settings” you will find a number of basic functions that you as an administrator can use and customize to your project’s needs.
Project name:
As a project administrator, you can edit the name of the project, both for the heading on the page but also for the project name that appears at the top of the document tree.
Document structure, document properties:
From here you can add or remove “folders” in the project. By clicking on “Edit” you will be taken to the page for “document structure and roles”. This page provides an overview of what is defined in the document structure. The boxes/lists that have a blue “wrench” icon to the right of the title has you as the administrator the possibility to edit.
To add a new folder:
- Click on the “wrench”:
- Click “add”
- Enter the name of the folder you want to create
- Click on “Save”
Now, probably the two boxes on the right to start flashing, this usually occurs because the folders are “conditioned” against the main folders (in order to be able to view only relevant folders under each category). - Click the drop-down menus and select the blue outlined the options in the list:
- Click “Edit”
- Select the main folders/categories your new folder should appear in by using check boxes:
- Click on “Save”
Invoice information by copying order:
Here you can enter the invoice data as the project can make use of when ordering copies.
- Register Company and contact information
- Select the copy shop you want to use us and enter also suitable for mailing.
- Specify account for invoicing (there is also support for specifying multiple accounts if necessary, just click in the option “multiple values to choose from”)
- Click on “Save”