Configuration Settings

About the Configuration Settings

The Configuration Settings allow Organisations to define a set of values for some of the common system attributes and features e.g names and titles for attributes and menu items.
The Title shows the standard given system name and the Value is where edits can be made to change those values to reflect the terminology used in your Organisation.
The changed values will update the existing values throughout the application. It is recommended to make any changes required in the initial set-up rather than at a later date.

Some examples:
Department value changed to Branch or Unit.
File value changed to Case
Document value changed to Information Report
Entity Duplicates Threshold value changed
File Upload Size Limit value increased

Lookups:

The following Configuration Settings values are set-up and managed in the SystemLookups

• Default Document Type
• Default Form Document Type
• Default Source Reliability Type
• Default Information Validity Type
• Default Security Level

Configuration Settings

TITLE	DESCRIPTION
File name - single & plural	The display name for File\s
Department name - single & plural	The display name for Department\s
Documents name - single & plural	The display name for Document\s
Risk Assessment name - single & plural	Currently not in use
Entity duplicates threshold	The value of the threshold that triggers entity duplicate detection *
Length of sentence extracted before or after search	Currently not in use
Default Document Type	Default TypeFrom System Lookups for new Documents (in the details)
Link Form Document Title Prefix	Currently not in use
Review Link Form menu Title	Default Title for the menuVia the 'View' menu button item for 'Review Link Form'
Link Form Menu Title	Default title for the menu item for a newIf accessing when logged into ModalConnect via the 'New' menu button. 'Link Form'
Default Form Document Type	Default TypeSourced from System Lookups for Documents created from processed Link Form submissions
Default Source Reliability Type	Default source reliability ratingSourced from System Lookups
Default Information Validity Type	Default information validity typeSourced from System Lookups for new Documents
File Upload Size Limit (MB)	Default File upload size limit for an attachment excludes the new Document auto-attach function
Document Content Size Limit (MB)	Default Document content size limitLearn moreThe original file size may increase once saved with some component conversion particularly around images and format). So if the original content file was close to the limit - depending on content it may exceed the limit on Save.
Default Security Level	Default Security classification for new Documents
LiNK Document Mandatory Properties Required	Determines whether mandatory (Document) properties need to be filled in before processing a LiNK form submission **
Default Spreadsheet Date & Time Format	Default date & time format for new and existing spreadsheets imported for documents ***
Enable Placeholder Documents	Enable saving of placeholder documents when content is empty ****

Edit a Configuration Value

To edit a value - select Edit (1) to change or enter the Value(2) then Save(3) the change when done. Ensure to update both the single and plural values where appropriate.

*Entity duplicates threshold

This number is the value of the Threshold used to trigger Entity Duplicate record identification. The Threshold is the total value that must be exceeded by the Duplicate value of a single or multiple Entity Properties. Learn more about Duplicate checks in the Topic - Entity Duplicates

**Link Document mandatory properties required - enter true or false

***Spreadsheet Date & Time Format; select the format to standardize date & time values in xls & xlsx spreadsheets for the Document content as the display can vary (if not set) dependent on the original format.

****Enable Placeholder Documents; Note - the default setting is false (cannot save a Document without content). To enable placeholder Documents - Edit this setting and enter true (all in lower case) and Save the setting.

Note: The online Help, User Guides and Modal Reports will still refer to the original Value as per the given Title for Department/s, File/s, Document/s - e.g if File is changed to Case - the Help, User Guide, Videos and the Reports value and reference remains as File.

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