Manage Administration settings

Manager An administrative role responsible for managing workflows, feedback, and document assignments. users in the administrators role can manage the Administration settings for the Panviva database.

Note: You must have advanced permissions to access the Admin menu and update Feedback settings.

Manage Administration settings

1. Open Panviva Manager.

   The Document Management window displays.

2. Click Admin.

   The Administration window displays.

3. Expand the Administration section.

4. Choose the next step:

   • Manage account activation settings

   • Manage document cache settings

   • Manage document cache settings

   • Manage search settings

   • Manage Workflow settings

Manage account activation settings

1. Select Account activation.

2. Type the welcome message you want sent to new users.

3. Click Save.

Manage document cache settings

1. Select Document Cache Exemption.

2. Complete the following fields:

Field	Instruction
Don't cache any documents Note: Welcome Pages and External documents do not cache, regardless of the settings.	Either: Select To not cache documents. or Clear To allow documents to cache. the check box.
Document Cache Exemption list Note: Exceptions are optional. Add items to the list only if you want them exempted from caching.	Click Add . Select the documents, as necessary. Click Add document.

3. Click Save to update the settings.

Manage document lock settings

Note: Documents may become locked if Panviva shuts down while the document is open in Editor or if an author has a document open for editing.

1. Select Document locks. The Settings window displays a list of documents that are currently locked.

2. Select the documents you want to unlock. Hint To select multiple documents, just click the documents to unlock. The document name is highlighted in green when it is selected..

3. Click Remove.

4. Click Save to unlock the documents.

Manage search settings

Search settings control how documents are ranked in Viewer A user role with read-only access to Panviva documents who can also submit feedback. search results. Weighting determines which document fields are considered more important when a user performs a search.

1. Select Search Setup.

2. Change the following fields, as necessary:

   Note: Five (5) is the most important, or what you want displayed at the top of the search list. One (1) is the least important, or the last in the search list.

   Field	Instruction
   Name	Type a value between 1 and 5.
   Description	Type a value between 1 and 5.
   Keywords	Type a value between 1 and 5.
   Text	Type a value between 1 and 5.
   Custom Properties	Type a value between 1 and 5.

3. Click Save to update the settings.

Manage Workflow settings

1. Select Workflow settings.

2. Complete the following fields, as necessary:

   Field	Instruction
   Enable or disable workflow	Select or clear the checkbox
   Set Review email reminders as default	Select or clear the checkbox Note: You can set the number of days before another email reminder is set. In the 'Default review email reminder period (in days)' field, type the number of days.
   Set Approve email reminders as default	Select or clear the checkbox Note: You can set the number of days before another email reminder is set. In the 'Default approve email reminder period (in days)' field, type the number of days.

3. Click Save to update the settings.