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*'''Allow Old Document Version Upload:''' '''Click '''"Yes" to allow uploading older versions of an Agreement. | *'''Allow Old Document Version Upload:''' '''Click '''"Yes" to allow uploading older versions of an Agreement. | ||
| − | *'''Capture Broadcast Message in the Notes Section:''' '''Click '''"Yes" or "No" to enable or disable ''[[Broadcast|Broadcast]] ''messages from being displayed in the [[Notes|Notes''' ''']] | + | *'''Capture Broadcast Message in the Notes Section:''' '''Click '''"Yes" or "No" to enable or disable ''[[Broadcast|Broadcast]] ''messages from being displayed in the [[Notes|Notes''' '''section]]. |
| − | <div class="image-green-border">[[File:8.0-Notes-Broadcast.PNG| | + | <div class="image-green-border">[[File:8.0-Notes-Broadcast.PNG|620px|8.0-Notes-Broadcast.PNG]]</div> |
*'''Show Activity Panel:''''' '''''Click '''"Yes" to show the activity panel icon on the top right of the page to view the recent activities. The screenshot below shows the "Activity" icon. | *'''Show Activity Panel:''''' '''''Click '''"Yes" to show the activity panel icon on the top right of the page to view the recent activities. The screenshot below shows the "Activity" icon. | ||
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*'''Corporate currency: Enter''' the currency to be used throughout the application by default. | *'''Corporate currency: Enter''' the currency to be used throughout the application by default. | ||
*'''Search Keyword Highlight Color: Select '''the color in which the searched text or keyword will be highlighted. | *'''Search Keyword Highlight Color: Select '''the color in which the searched text or keyword will be highlighted. | ||
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=== Displaying an Announcement Banner === | === Displaying an Announcement Banner === | ||
Revision as of 14:28, 19 December 2021
Contents
Application Settings
The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" and then "Application Settings" from the navigation menu on the top.
On the "Application Settings" page:
- The configurable application settings are clearly visible upfront with the following three numbered tabs:
- Entity Color Configuration
- User Theme
- Other Configuration
- The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings.
- The navigation bar containing the numbered tabs is made sticky to be visible even while scrolling the page.
- You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.
To edit the Application Settings, complete the details in the three tabs:
Entity Color Configuration
1. Select different colors to assign to the different states of an entity (for example, "Draft", "Expired") and click "Next". This helps you quickly identify the entites with a specific state.
For example, you can quickly identify the “Waiting for approval” agreements on the Agreement details page (marked red in the "Status" column in the screenshot below) and can take further action.
User Theme
The "User Theme" tab helps in assigning default theme color throughout ICI to both internal and external users.
2. Select the themes mentioned below and click "Next":
- Default User Theme: Select and apply the user theme for internal users. ONLY Users with adequate privileges can change the theme.
- External User Default Theme: Select and apply the user theme for external users who can access ICI. External users cannot change the theme from their login.
Other Configuration
3. Select from the following options:
- Allow Old Document Version Upload: Click "Yes" to allow uploading older versions of an Agreement.
- Capture Broadcast Message in the Notes Section: Click "Yes" or "No" to enable or disable Broadcast messages from being displayed in the Notes section.
- Show Activity Panel: Click "Yes" to show the activity panel icon on the top right of the page to view the recent activities. The screenshot below shows the "Activity" icon.
- Corporate currency: Enter the currency to be used throughout the application by default.
- Search Keyword Highlight Color: Select the color in which the searched text or keyword will be highlighted.
Displaying an Announcement Banner
- Show Displaying Announcement Banner: Click "Yes" to display a fixed banner message on the top of the page to inform or alert users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours so that they can plan and save their work accordingly.
- Announcement Message: Enter the message to be displayed in the banner.
4. Click "Update" to save all the changes. A popup with a toast success message flashes at the bottom right.
Related Topics: Agreement Management | Agreement Details Page| Notification Settings | Currencies | Reasons | Deleting an Agreement | Search Sync | Legacy Upload | Broadcast | Notes
