Information Manager Options Form - Overview

You select options when you create your Information Manager Module. Once you have set up your module, use this form when you need to change your selections.

Use this form to:

• Specify the contact name, telephone number, and fax number for your Information Manager module. (Use the Contact tab)

• Specify which screen/field label combinations are to trigger Alerts to be shown to the users – based on a list of documents in SharePoint, a list of files in a network folder, a free format text box , a list of pre-defined optional fields or a custom Extender Script. (Use Notes/DML/Extender Tray tab).

• Define free format text box note categories with associated colours. (Use Notes Categories tab )

• Allocate destination to store reports that are to run by the Report Runner. (Use Report Runner Tab)

• Configure your email settings to email reports using Report Runner, or Financial Report Runner. (Use e-mail tab)

• Allocate default destination to store attachments to Infoset notes to be displayed against configured screen/field label combinations. (Use Suppl. Data Tab)

 

For details on each Tab and Fields, refer to: Options Form - Screen Guide