Adding a User Option Policy - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Unity Client
Foundation 23.1

To create a new User Option Policy:

  1. In the File menu, click Administration | User Option Policy Administration:
  2. The User Option Policy Administration layout is opened:
  3. In the New ribbon menu group, click Create Policy:
  4. The General Settings dialog is opened:

    Enter a Name for the policy in the Name field. The name must be unique from existing User Option Policy names.

    Enter a Description for the policy, if desired.

  5. Click Continue.
  6. The User Options dialog is displayed:

    Select a User Options category from the Categories drop-down list. Options include:

    • General Options

    • Document Import

    • Retrieval Date Options

    • Document

    • Revision Control

    • Workflow

    • Printing

    • WorkView

    • Document Separation

    • Signatures

    • Imaging

    • Plan Review Viewer


    For more information on these categories, refer to User Options.

  7. After a category has been selected, the available settings for each category will be listed below the Category drop-down:

    These settings can be reordered by clicking the Name or Configure column headings.

    Click the Configure button next to the setting you would like to configure:

  8. The Edit User Option [Setting Name] dialog is displayed:

    Configure the setting as necessary.

    If Enforce User Option is selected, that User Option setting will not be changeable by users. If Enforce User Option is not selected, user will be able to adjust that setting.

    Enter a Description, if desired.

  9. Configure additional User Options as necessary. Complete steps 6-8 as needed for each option.
  10. When you are finished configuring User Options, click Continue. The Assign User Groups to Policy dialog is displayed:
  11. Move a User Group from the Available User Groups column to the Assigned User Groups column to assign a User Group to the policy. User Groups can be moved from one column to another by double-clicking them or by using the arrow control buttons.
  12. When you are finished assigning User Groups to the policy, click Continue. The Set Priority dialog is displayed:

    The name of the policy is featured in bold above the list of existing policies. Click and drag the new policy to a spot in the priority order list. The placement of the policy determines which user option takes precedence when applied to a user. This feature helps determine which User Option Policy is applied when a user is assigned to more than one User Option Policy with conflicting options configured.

  13. Once the new policy has been placed in the list, you can reorder the policies using the Up and Down arrows on the left:

    In the above example, HR New Employees takes precedence before HR Policies. HR Policies takes precedence above Guest Users.

  14. Click Finish when you are done adjusting the policy.
  15. The new User Option Policies is added to the User Options Policies list: