Navigate the interface

1. In the header, hover over the Profile Menu button, then select User Information from the drop-down menu.
2. Edit your user information as needed, then click Save.

Turn on Out of Office: Tells the system when you will be unavailable for any period of time.

After you have signed in to FileBound, you will see the notification for out of office. You can either turn it off or close it. Turn off will clear the Turn on Out of Office setting. Close temporarily turns off the notification. It will appear again next time you sign in.

Out of Office User Delegate: If Turn on Out of Office is selected and Enable Out of Office Delegation has been selected in workflow process settings, workflow tasks will automatically be assigned to the user selected in this list. This list contains all users in the same groups as you. A document comment is created to indicate the task was auto-reassigned.

In the event that a delegate is also out of the office, the workflow task will be assigned to their delegate. Workflow will check the out of office status for up to 5 users before the task is assigned to the Default User.

If the delegate does not have access to the document, the workflow will throw an exception.

Example: Sue is responsible for setting up new hires in the payroll system. This is a time sensitive task, so while she is on vacation, she can delegate her workflow tasks to another payroll employee. This will ensure that new hires get set up in the payroll system in a timely manner and the onboarding process can continue.

Note: The out of office delegate is not assigned tasks for stencils that are assigned to a group of people. The delegate only applies to steps assigned to a single user via the Standard Step stencil or when the single user option is selected for an Assignable Step.

If you signed into FileBound using a one-time password, or need to update your password, you can do so on the Password tab.

1. In the header, hover over the Profile Menu button, then select Password from the drop-down menu.
2. Type your current password in the Current Password box.
3. Type a new password in the New Password box. If secure passwords are enabled for your site, minimum password requirements will be displayed. If secure passwords are not enabled for your site, as you type the new password, a password strength meter will display. "Weak" indicates that you must specify a password with more characters, preferably including uppercase letters, numbers, and special characters.

If secure passwords have been enabled for your site, minimum password requirements are:

• At least 8 characters in length
• At least one uppercase letter (A,B,C,etc.)
• At least one lowercase letter (a,b,c,etc.)
• At least one special character ( !,@,#,%,etc.)
• At least one number (1,2,3,etc.)
• Cannot be the same as the user name
• Cannot be identical to any of the previous ten passwords for the user

4. Re-type the new password in the Confirm Password box.

   

5. Click Save.

You can customize your FileBound environment with the options available on the Preferences tab.

1. In the header, hover over the Profile Menu button, then select Preferences from the drop-down menu.
2. Edit your preferences as needed, then click Save.

Set Up

Start Screen: The first screen that is displayed after you sign in to FileBound. Select one of the following:

1. Workspace
2. Global Assignments
3. Project Search
4. Last Search
5. File Entry
6. Indexing Queue
7. Plug-ins
8. Custom URL

Default Project Type: You can specify a project type that you work with the most as the default project type. This project type will be selected by default on the Add Content and Search pages and will filter the Project list. This option will only be available if Group Projects by Type has been enabled by an Administrator for your FileBound site.

Time Zone: The FileBound application URL is accessible from any part of the world. Setting your time zone allows the system to display assignment due dates and times specific to your geographical area.

Default Project: You can specify a project that you work with the most as the default project. This project will be selected by default on the Add Content and Search pages.

Grid Settings

You can resize, reorder, and sort columns on the Assignments, Clipboard, and Search pages to best suit your needs. Once modifications have been made to the columns, you can easily restore column preferences set by the System Administrator.

1. Select the check box(es) next to the grid(s) you want to restore to the default settings or click Select All to select all grids.
2. Click Restore Grids.
3. Click OK on the Grids successfully restored message.

Document View

In this section, you can specify whether you want to view files and documents in the Windows Viewer or the Web Viewer by default. The Windows Viewer needs to be installed separately and is not compatible with Mac machines.

Default Viewer: The viewer that files will open in when you view a file from the Search Results page. You can select either the Windows Viewer or the Web Viewer. The Windows Viewer option will be available if it has not been disabled by a System Administrator.

Launch Viewer on single search result: By default, FileBound displays the File Details page when a single file is returned during a search. Select this option to automatically launch the viewer when a single file is returned for a search.

Allow only one Viewer instance: By default, FileBound allows you to have multiple instances of the viewer open. This provides flexibility in viewing different search results. Select this option to allow only a single viewer to be open at one time. When a viewer is open and a request is made to open a second viewer, the first viewer will close and the second will be opened.

Assignment Row Options

Clicking on an assignment row triggers: FileBound allows you to set an action when you click an item on the Assignments page. Select one of the following:

• The File Details page to open: Opens the File Detail page when you click an item on the Assignments page.
• The document to open in the default viewer: Opens the Viewer when you click an item on the Assignments page.

Notification Options

Send Summary Emails: Sends a single email with a summary of the your active workflow assignments. To receive summary emails, a Workflow Summary Emails automation process must be configured for your site. See Workflow Summary Emails process for more information.

Disable Individual Assignment Notifications: When summary emails are enabled, this option prevents you from receiving individual workflow assignment email notifications. This setting overrides the email notification option defined for workflow steps.

You can save search criteria that you want to reuse in the future. You can manage the saved searches from the Saved Searches tab of User Preferences. See Save a search for more information.

1. In the header, hover over the Profile Menu button, then select Saved Searches from the drop-down menu.

2. Click on a saved search and then perform one of the following:

   • Click Search to view search results on the Search page.
   • Click Edit to modify the project search criteria for the saved search.
   • Click Delete to delete the saved search. Deleting a saved search does not delete any files from the system.

1. In the header, hover over the Profile Menu button, then select Logout from the drop-down menu.