Enter User Settings

Explanation

Use this activity to configure your user settings. The following user settings can be configured.

Local check-out path for electronic documents. A value is required to check out a document locally.
The external viewer used to view drawings.
The external redline application used to mark changes within a drawing.
Determine if a local file is deleted from disk after it is initially checked in.
Determine if files of type read-only will be overwritten by files with the same name.
Determine the Document type (e.g., View Copy, Original) of the file to open when viewing or printing a document.

N/A

If the Local Check-out Path field does not have a value, the first time you check out a document the system will create a folder named IFS under the user's default documents folder in Windows, and set that folder as the value for Local Check-out Path. The user can change the value at any time.
User settings are restricted to a user name and the computer on which they are configured. If you move to another computer, even though you log in with your usual user name, you may be working with non-configured or different user settings. Reconfigure your user settings using the procedure in this activity.
If you access IFS/Document Management through a server, e.g., Citrix or Terminal Services Client, you may log on to one of many servers. The server you access may not have your user settings configuration. Reconfigure your user settings using the procedure in this activity.
You can configure the settings so that files that have been specified as read-only will be overwritten when viewing, printing or mailing other files with the same file title.
You can configure a Document Type (e.g., View Copy, Original) to open when viewing or printing a document. This setting is saved in the User Profile of the IFS Enterprise Explorer client.

Use the following procedure to define these user settings.

Open the User Settings window.
In the Local Check-out Path field, click Browse to select and enter a path value.
In the External Viewer Application field, click Browse to select and enter a path value.
In the External Redline Application field, click Browse to select and enter a path value.
Select the After Initial File Check-In, Delete Local File check box to delete the document file when attaching it to a document revision and checking it in to the repository for the first time. If the check box is not selected, a copy of the document file will remain on the local disk at check in.
Optionally, select the Overwrite Read-Only Files check box to overwrite files that have been specified as read-only when viewing, printing or mailing other files with the same file title.
Optionally, in the Preferred Document Type for View and Print section select which file (e.g., View Copy, Original) should be opened when viewing or printing a document. Or select to open the dialog box and choose the document type when viewing or printing document.
Click OK to save your user setting values.