A Super User or Administrator can set up default settings for Documents under Document Default. These settings are applied to all newly created documents.
To get to the Document Defaults click on the Admin Gear Wheel and then scroll down to the Document Section. Select Document Default.
The following options are available:
| Review Frequency | This is the default review frequency that will be on all new documents |
| User Can Edit Review Frequency | Is the user allowed to change the Review Frequency after the document is created - If No then the Person Responsible will be unable to change the Review Frequency when reviewing the Document. This setting cannot be changed for each individual document |
| Available for Review Date | This allows you to specify how many weeks or months before the Review date the Document is available for review. You can also set up repeating reminders leading into the review date. These reminders could be set for every x weeks or months or quarters. This setting cannot be changed for each individual document |
| Notification after the Review Date | This allows you to configure the Reminder Notifications that are sent to the Person Responsible after the Documents Review date passes and the Review has not been completed. These Notifications appear in the users Daily Digest and can be set as Weekly, Monthly or Quarterly. If set as weekly, the user may select the day of the week. |
| Escalation | Escalation enables you to notify a users manager or a designated pool of escalation users once a Document Review is overdue. The Escalation Notification will be a part of the Escalation User’s Daily Digest. Default Escalation will use the Users Default Escalation User while Designated Escalation User allows you to pick one or more users who will be notified when the document escalates. |
| Escalation Grace Days | How many days after the Document Review has been overdue before the Escalation Users are notified |
| Document Category | This is the Default Document Category that is picked for all new documents |
| Card Style | This option allows you to change how the Document Cards appear on the Hub, Detailed will include the Document Name, Category, Description and Tags - while Compact will only show the Document Name, Category and Icon |
| Composed Document Footer | This is the Default Footer that will be provided for all New Composed Documents allowing you to easily ensure that all your documents have the same footers |