Profile General tab

General section

FieldDescription

Name

The name of the profile.

Two profiles cannot share the same name.

Active

Sets whether the profile is enabled.

Misc section

FieldDescription

Web skin

 Sets the default skin (CSS styles applied).

Info message

Keywords enabled

Enables or disables keyword shortcuts.

Increase version

When enabled, users can choose whether to upload a document as a minor or major version.

Add document title

When enabled, documents have an extra field named title.

A title is shown:

  • A column in a file explorer view.
  • Search view
  • When uploading a new document.
  • On the document properties tab.

Show event notifications

When enabled, messages sent by the application are shown to the user in a pop-up.

Common notifications:

  • New documents uploaded.
  • New task assigned.
  • New mails received.

Sent Mail Storage

Sets the default mail storage location.

Available options:

  • Mail folder ("/okm:root/${user}/sent")
  • Current folder (user-selected frontend UI folder).

Quick search visible

Show or hide the top-right quick search in the UI.

Extensions

Sets the enabled extensions for the profile.

Reports

Sets the enabled reports for the profile.

Workflows

Sets the available workflows for the profile.

Property Groups

Sets the available property groups for the profile.

Pagination section

Pagination control

FieldDescription

Page list

Sets the distinct values that will be shown for the number of elements per page.

For example, the value "10;25;50;100" sets the number of elements per page to 10, 25, 50, or 100.

From the user's view, they can choose one of these options.

When pagination is enabled, at least one value must be set.

To separate the distinct values, use the character ";".

Type filter

When enabled, a type filter is shown, which helps the user display only documents, folders, records, or mails. *

Show folders by default

Shows or hides folders by default. *

Show documents by default

Shows or hides documents by default. *

Show mails by default

Shows or hides mails by default. *

Show records by default

Shows or hides records by default. *

* When the type filter is enabled, options such as 'Show folders by default' must be active; otherwise they are not taken into consideration and all types are shown.

Section General

Shortcuts are keyword combinations for a faster way of accomplishing a task.

FieldDescription

Rename

Executes the rename action on the selected node.

F2

Copy

Executes the copy action on the selected node.

CTRL+SHIFT+C

 Cut

Executes the cut action on the selected node.

CTRL+SHIFT+X

 Paste

Executes the paste action on the selected node.

CTRL+SHIFT+V

 Download

Executes the download action on the selected node.

CTRL+D

 Testing

Shows a pop-up to do some user interface testing.

CTRL+G

 Log

Shows the user interface log.

CTRL+Z

Create Folder

Executes the create folder action on the selected node.

CTRL+N

Refresh

Executes the refresh action.

F5

Add Document

Executes the add document action.

INSERT

Bookmarks

Executes a bookmark action on the selected node.

ALT+B

Help

Shows a help popup.

F1

Logout

Logs the user out of the application.

CTRL+ALT+Q

Delete

Executes a delete action on the selected node.

ALT+DELETE