Changing the Name and Description of a User Option Policy - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Premier
Essential

To change the name or description of a User Option Policy:

  1. In the File menu, click Administration | User Option Policy Administration:
  2. The User Option Policy Administration layout is displayed.

    In the User Options Policies list, select the User Option Policy you would like to change the name and/or description of:

  3. In the User Option Policy Summary area of the layout, click Edit in the General Settings section:

    Or, you may click the General Settings button in the Edit ribbon group:

  4. The General Settings edit dialog is displayed:

    Change the Name and Description as needed.

  5. Click Finish to apply your changes and to close the General Settings dialog.