Settings Configuration Series

This video series covers the configuration and management of the Core Settings including managing the Organisation and Departments.

Topics covered; (click to select)

Settings Overview    
Organisation and Roles    
Departments    
Configure Settings    

Viewing Tips

To view a video at full screen, click on the 'Full screen' button.
To adjust the playback speed (decrease or increase) click on the 3 dots and select Playback speed.
Captions display best if the mouse or touch-pad are not moved or engaged once playing.
Videos have no audio.

Settings Overview

 

Organisation and Roles

 
Manage the Organisation settings Configure Roles  
     

Departments

 
Add a new Department Manage Departments  
     

Configure Settings

   

Manage the Configuration Settings Configure System Lookups Configure Property Lookups
     

Configure Entity Types Configure Entity Properties Configure Entity Identifiers
     

Learn About Entity Duplicates Configure Document Properties Configure Association Settings
     

Configure Notes Configure Tags Configure Task Templates
     
   
Configure Search Types