My Preferences

Set your preference for grid size, library editing, library launch, and search history; reset any selected pages in Upland Qvidian back to their default settings from the header.

  • To access your preferences, click the Profile menu Profile menu icon icon and select My Preferences from the dropdown.

Reset Preference Options

  1. Within the Reset Preference Options section, select any of the following checkboxes:
    • All Preferences: Resets all your preferences back to the default settings.
    • Content Library: Resets all customization to the library including resizing, column, and view preferences to default settings. The library must be closed prior to resetting.
    • Grid Preferences: Resets the columns in all grids in Upland Qvidian, except for the library and review jobs pages, to default settings.
    • Message Preferences: Resets all your message preferences, including any informational messages that you have suppressed by selecting the Don’t show me this again check box in the message.
    • Office 365 Preferences: Resets the Office 365 credentials that Upland Qvidian has associated with your Upland Qvidian login.
  2. Click Done or Cancel to exit. You are prompted to confirm the reset.
  3. Click Cancel to exit.

Grid Size Preference

You can switch between the default and compact modes, which affects all grids in the newer pages (including the Home page). Unless updated, this preference will remain in default mode. Compact mode shortens the height of grid rows in newer pages and adjusts the height of widget headers and tabs on the Home page.

  1. Within the Grid Size Preference section, select one of the following radio buttons: 
    • Default
    • Compact
  2. Click Done or Cancel to exit. You are prompted to confirm the reset.

Library Editing Preferences

You can set the default editor icon for the single click edit button. This button displays when you hover over a record listed in the library search results. This button also displays under the search bar, when you select a record from the search results. When you click the icon the content record is opened in the appropriate editor for the content type. You can select from the following:

  • Microsoft Office (Word, Excel, PowerPoint): Based on the content type of the selected record the appropriate editor icon displays.
  • Office for the Web (Word, Excel, PowerPoint): The Office for the Web editor icon is the same for all content type, but will open the appropriate online office editor based on the content type.
  • Download to Edit (ZIP): This option will allow you to download the content record and edit it on your local system. You can also share it with others outside the Qvidian system for edits and feedback.

Launch Library Preference

A new library instance can open in a new browser tab or window. You can specify you preference to launch the new library instance in this section.

  • Open in a new tab: All the menu options, buttons, and actions will be configured to open the library in a new tab.
  • Open in a new window: All the menu options, buttons, and actions will be configured to open the library in a new window.

Search History Preferences

Choose whether to include or exclude saved searches and workspaces in your search history using the Include Saved Searches and Workspace Searches in Search History checkbox.

Example: To declutter your search results and hide recent saved searches and workspaces from your search history, unselect the Include Saved Searches and Workspace Searches in Search History checkbox.

Note: To control this setting at the organizational level, use the "IncludeSavedAndWorkspaceSearchesInHistoryByDefault" Global Setting.