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Applications tab

The Applications tab enables you to:

  • Select the default document type for each third party application on your system (for example, “letter” for Microsoft Word).

  • Set the launch mode for each document type so that it opens in either View Only or Edit mode.

  • Disable the display of reference numbers in the footer of Microsoft Excel documents.

 

To set the default document type for an application
  1. Click MaintenanceMaintenance Map (AO)Documents > Document Manager Setup. Document Manager Setup opens on the Welcome tab.
  2. Click the Applications tab. The Applications tab is displayed.
  3. For each Application type, select the entry for the Default Document Type. Click the cell to display a drop-down arrow at the end of the cell row. Select a Default Document Type from the associated drop-down.
  4. To proceed to the Email Settings tab of the Document Manager Setup, click Next, or to save and close the Document Manager Setup, click Finish.
To set the default document view mode
  1. Select MaintenanceMaintenance Map (AO)Documents > Document Manager Setup. Document Manager Setup opens on the Welcome tab.
  2. Click the Applications tab. The Applications tab is displayed.
  3. To launch documents in View Mode, select the appropriate checkboxes in the Open in View Mode column. This means that all documents opened using this application are opened in Read Only mode.
  4. To launch documents in Edit Mode, deselect the appropriate checkboxes in the Open in View Mode column. This means that when documents are opened using this application you are able to edit the content.
  5. To proceed to the Email Settings tab of the Document Manager Setup, click Next, or to save and close the Document Manager Setup click Finish.

To disable the display of reference numbers in Microsoft Excel documents
  1. Select MaintenanceMaintenance Map (AO)Documents > Document Manager Setup. Document Manager Setup opens on the Welcome tab.
  2. Click the Applications tab. The Applications tab is displayed.
  3. Deselect the Show reference number in footer for MS Excel documents checkbox. By default the Show reference number in footer for MS Excel documents checkbox is selected which means that a reference number is displayed in the footer of all Microsoft Excel documents when you preview or print the document. If you deselect the Show reference number in footer for MS Excel documents checkbox, all Microsoft Excel documents from now on will not include a reference number in the footer.
  4. To proceed to the Email Settings tab of the Document Manager Setup, click Next, or to save and close the Document Manager Setup click Finish.

 

 

 

 

 

 

 

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