Through the User Options dialog box, you can customize the appearance and system functionality for each user. Since these settings are assigned per user, they remain in effect at any workstation.
To access the User Options dialog box, you may either:
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Click the User Options Toolbar Button, or
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Select the User | User Options menu, or
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Right-click on the Client module desktop and select User Options.
The User Options dialog box displays with the General tab selected by default.
You can save user-specific settings in each of the following tabs:
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General Tab: define OnBase Client module display preferences and general behavior.
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Startup Tab: control the appearance and display of certain Client module features at startup.
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Document Tab: define the characteristics or defaults of the documents retrieved in the Client module.
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Retrieval Default Date Tab: set the default date for retrieving documents in the Client module.
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Document Storage Default Date Tab: set the Document Default date for Client module processes such as COLD, DIP, TIP, Scan, etc.
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Workflow Tab- works in conjunction with the Workflow module. If you are not licensed for the Workflow module, you may not see this tab or this window may not list any workflows.
Refer to the Workflow documentation or see your system administrator for license-related issues.