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Configuring Your Client
23.2. Configuring Your Client
You can configure client-specific settings using the configure client option available from the system button.
Initially, settings are inherited from the global, system settings. However, you can then override some of these settings at the client level, allowing for increased customization. In short, you can have different settings for each client in your system, if you have multiple clients available.
Note: If settings inherited via the system settings are left blank at the client level, the system (global) settings are automatically used. The settings that inherit values are specified in the list below.
For more information on clients and the corresponding client IDs, see About Client IDs.
The following settings are available from the Configure (client) dialog box:
- description. Provide a brief text overview of the client. When switching client IDs, this text appears below the corresponding client ID in the list of available client IDs.
- hostname. Specify the name of the computer that is running LincDoc. This setting is used to create the hostname element in hyperlinks that LincDoc generates, such as the "sign" or "edit" links in an email message. It typically uses a format similar to the following example: eforms.example.com.
Note: If specified, this setting overrides the corresponding system setting.
- from address. Specify the default origination address that will be used with emails generated by an email action.
Tip: It is recommended that this address use the format following: do-not-reply@custom-host-name.com (where custom-host-name is your Hostname specified above).
Note: If specified, this setting overrides the corresponding system setting.
- desktop logo. Specify the logo that appears in the background on the main LincDoc screen. For complete details, see Customizing the Background (Desktop) Logo.
- toolbar logo. Specify the logo that appears on the LincDoc toolbar. For complete details, see Customizing the Toolbar Logo.
- email template. Specify a text file, containing HTML code, that will be used as an email template. For more information, including when this template is used by LincDoc, see Creating an Email Template.
- time zone. Specify the time zone for all users in the client. This setting is used in some DANG functions which require time zone information (as well as datetime calculations).
Tip: You can set a different time zone for a specific user in the client via that user's profile, which will override this client-wide setting.
- guest user. If checked, the guest security role is made available. For more information, see Managing Security Roles.
- batchSign. If desired, enable batch signing (completing multiple signature fields using a single signature). For complete details, see Using Batch Signing.
- toolbar configuration. This setting is for very specific use cases. For more information on using it, contact LincDoc Technical Support.
- Login page. These settings allow you to change the labels that appear on the LincDoc login screen.
Note: If specified, these settings override the corresponding system settings.
- label. Specify the text label that will appear above the list of providers and the username/password text boxes.
- logo. Click the select button to specify the logo that will appear adjacent to the login details.
Note: The logo file must be present in your resources repository. For more information, see Adding Local Files to Your Directory Structure.
Once you select a file in your resources repository and click the select button, the selected file (and its path) is displayed adjacent to the logo setting (as shown in the example at the top of this topic).
- Signing key. The settings in this area allow you to upload and configure a signature key file, which is necessary if you will be using any type of signatures in LincDoc eForms or Document Packages. For complete details. see Installing Your Signature Key.