New User Defaults

Home Page

Default home page (or tab), which is the first page to be displayed when a user logs on to MSClient.

Document Search page

Document Search page to be opened, when you click the Document Search tab.

Report Search page

Report Search page to be opened, when you click the Report Search tab.

Document Sorting

Default sort order for search results displayed on the Document List.

Report Sorting

Default sort order for search results displayed on the Report List.

Maximum Search Result Items

The maximum number of documents that can be listed on the Document List.

Display all document/report results

Select this check box to display all document/report results on a single page

Allow multiple Document Type selection in Simple Search

Select this check box to allow selecting multiple document types when performing simple search.

Reuse last search query conditions

Select this check box for the system to remember the dates specified for Simple or Advanced Document/Report Search and to display them when you return to the search page.

Show query info in toolbar

Select this check box  to enable the query info toolbar when viewing documents/reports.

Close the popup views toolbar on mouse over

Select this check box for the Views toolbar to disappear when the mouse pointer is moved away from it.

Direct view on single result on Reports List

Select this check box to enable direct opening of the report view when clicking its name. This is only valid if the user has the rights only for one type of report view.

Excel Output

Use XLSX Excel spreadsheet format.
Select this check box to use the XLSX format for Excel output.
Note: This format requires Office 2007 installed on the client computer

Request customize dialog.
Select this check box to customize properties before data export.

Document List Settings

Count document list items
Specify a numeric value as the default quantity of document list items.

Report List Settings

Count report list rows: Specify a numeric value as the default quantity of report list items

Report View

Count pages
The maximum number of documents that can be displayed on the Report View page at a time.

Show greenbar
Select this check box to enable alternate row highlighting when viewing report.

Dynamic View

Count table rows
The maximum number of rows that can be displayed on the Dynamic View page.

Data/Summary View

Count table rows
Specify the maximum number of rows that can be displayed on the Data View page.

Count summary rows
Specify the maximum number of rows that can be displayed on the Summary View page.

Apply the style from the model

Select this check box to apply the style from the model to the View page.

Apply data formatting from model

Select this check box to apply data formatting from the model to the View page.

CSV Output

Column Separator

Specify the delimiter for CSV export from RMSClient and MSClient

Apply delimiter from model

Select this check box to apply the delimiter from the model.

Comma

Select this button to use a comma as the delimiter for the CSV export.

Semicolon

Select this button to use a semicolon as the delimiter for the CSV export.

Tab

Select this button to use a tab as the delimiter for the CSV export.

Pipe

Select this button to use a pipe as the delimiter for the CSV export.

Other

Select this button to specify a preferred delimiter.

Locale Settings

Date Format
Specify a date format for your searches.The following options are available: mm/dd/yyy or dd/mm/yyy.

Decimal Separator
Select one of the proposed decimal separators: comma or period.

Group Separator
Select one of the proposed group separators: comma, space or period

Site Style

Tab-based: This site style horizontally divides the MSClient interface. The top portion of the tab-based interface contains tabs, which provide access to the sections of the application. The bottom portion of the tab-based interface displays the page that corresponds to the selected tab.

Tree-based: This site style vertically divides the MSClient interface into two halves or panes. The left pane contains the Navigation Tree, which provides links to the various sections of the application, while the right pane displays the page that corresponds to the selected section.

Groups and Roles

Available User Groups: Lists available user groups to be assigned to new user.

Available Roles: Lists available roles to be assigned to new user.

Once selected, the user groups and roles assigned to a new user are listed in the Selected User Groups and Selected Roles panes, respectively.