Manage Client configuration settings

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

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

Manage Client configuration settings

1. Open Panviva Manager.

   The Document Management window displays.

2. Click Admin.

   The Administration window displays.

3. Expand the Client configurations section.

4. Choose the next step:

   • Manage Viewer settings

   • Manage Manager settings

Manage Viewer settings

1. Select Viewer from the Administration window to display the settings window.

2. Complete the following fields:

   Field	Instruction
   Welcome document folder	Click Select folder. Select the welcome The folder may have another name such as 's'. Whatever the name, be sure you select the folder where all of your home/welcome pages are stored. page folder. Click Add folder.
   Default welcome document	Click Clear. There are typically many Welcome pages for your organization. Therefore, best practice dictates that you have only a default welcome folder and not a default welcome page.
   Online learning folder name	Optional. If online learning is enabled, the default display name for the online learning folder is 'My training'. You can change this by typing a new name here. Examples: My quiz folder, Quiz Folder, etc.
   Enable online learning	Either: Select To turn the function on. the check box; or Clear To turn the function off. the check box.
   Enable document printing	Either: Select To turn the function on. the check box; or Clear To turn the function off. the check box. It is highly recommended that you turn the print function off. This is because users may print a document and then reference it instead of the current content in Panviva. When you update content, you want users to always reference the latest version in Panviva.

3. Click Save to save the Viewer settings.

4. Return to Manage Client configuration settings

Manage Manager settings

1. Select Manager from the Administration window.

2. Complete the following fields, as necessary:
   

   Field	Instruction
   Default template	Click Select document. Select the required template. Click Add document.
   Folder Panviva Manager looks in for templates	Click Select folder. Select the required folder. Click Add folder.
   Folder Panviva Manager looks in for stock text	Click Select folder. Select the required folder. Click Add folder.
   Select folder Panviva Manager looks in for reusable content	Click Select folder. Select the required folder. Click Add folder.
   Allow purging of training result Best practice It is highly recommended that you turn the purge function on if you have enabled online learning (in the Client configurations). By turning this on, authors are able to purge their training results during the development of online learning documents. Purging results allows the purging of the individual author's results, NOT any other author's or user's results..	Select To turn the function on. the check box; or Clear To turn the function off. the check box.

3. Click Save to save the Manager settings.