Use this section to configure functional access, associate groups (LDAP and Ad-Hoc) to each application role, manage users, groups, calendars, etc. Authorized users can view the LDAP group structure and create and manage Ad-Hoc groups.

Update LDAP Configuration

Use the LDAP Configuration section to edit and create LDAP Directories.

1. In the Security section, select LDAP Configuration. The current directories will be displayed in the Browse Frame of the Admin module.

Add a New Directory

1. Add a new directory by selecting the  button.

2. A pop up will be displayed where you can fill in all the required fields.

Note: Required fields are outlined in red.

3. Select the  button to finish adding a new directory.

Start and LDAP Partial Sync

1. Start a LDAP Partial Sync, by selecting the button.

2. A pop up will be displayed where you can select Differential Sync or a Full Sync.

3. Select the  button to finish running a sync.

Viewing LDAP Group Configuration

1. View a LDAP Group Configuration by selecting the  button to the right of the directory name.

2. A pop up will be displayed where you can view the configuration.

3. Select  to finish viewing.

Viewing LDAP User Configuration

1. View a LDAP User Configuration by selecting the  button next to the right of the directory name.

2. A pop up will be displayed where you can view the configuration.

3. Select  to finish viewing.

Edit the Directory

1. To edit the Directory, select the  button to the right of the directory name.

2. A pop up will be displayed where you can edit the record.

3. You will be prompted to enter your password and then select the  button to save your edits.

Delete the Directory

1. To delete a Directory, select the  button to the right of the directory name.

2. A pop up will be displayed where you can confirm the deletion of the record.

Update Organizational Hierarchy

Use the Organizational Hierarchy section to edit and create Ad-Hoc groups. 

1. In the Security section, select Organization Hierarchy. The current organizational hierarchy will be displayed in the Browse Frame of the Admin module.

Note: The page is paginated and will show 10 items by default. Using the drop down, you can display 5, 10, 20, or 50 pages.

Expand Organizations

1. To Expand on an Organization, select the expand/collapse arrow to the right of the Organization’s name.

2. Once you have expanded the view, you can edit or delete people related to the organization using the  buttons under the Actions

Search for a Group

1. To search for an existing group, type at least 2 characters in the search box and select the search button.

Add Ad-Hoc Group

1. Add a new Ad-Hoc Group by selecting the  button.

2. A pop up will be displayed where you can fill in all the required fields.

Note: Required fields are outlined in red.

3. Select the “Add Group” button to finish adding the new group.

Add LDAP Group

1. Add a new LDAP Group by selecting the  button.

2. A pop up will be displayed where you can fill in all the required fields.

Note: Required fields are outlined in red.

3. Select the “Add Group” button to finish adding the new group.

Add Existing Members

1. To add existing members, select the  button in the Actions column.

2. A pop up will be displayed where you can search for and select members to add.

3. Select Add to add the existing member to the organization.

Add New Members

1. To add a new member, select the  button in the Actions column.

2. A pop up will be displayed where you can add new member to the organization.

Note: Required fields are outlined in red.

3. Fill in all the required information and select Add Ldap Member to add new members to the organization.

Add LDAP Sub Group

1. To add and LDAP Group, select the  button in the Actions column.

2. A pop up will be displayed where you can add a new LDAP Group to the organization.

Note: Required fields are outlined in red.

3. Fill in all the required information and select Add Group to add the group to the organization.

Delete a Group

1. To delete a LDAP Group, select the  button in the Actions column.

2. A pop up will be displayed where you can verify that you would like to delete the group.

3. Select Delete to delete the group from the organization.

Update Functional Access Control

Use the Functional Access Control to update functional access assignments. 

1. In the Security section, select Functional Access Control. The existing applications roles will be displayed in the Browse Frame of the Admin module along with the role’s authorizations. 

2. Select a role from the Choose Application Role list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select an authorization from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The authorization will move to the opposite list and the webpage will refresh.

Search on the Functional Access Control Page

1. To search any list within Functional Control Access, use the search boxes at the bottom of any of the lists.

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

Select Privileges/Create Role

Use the Select Privileges/Create Role to create new application roles and select privileges. 

1. In the Security section, select Select Privileges/Create Role. The existing applications roles will be displayed in the Browse Frame of the Admin module along with the role’s authorizations. 

2. Select a role from the Choose Application Role list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select an authorization from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The authorization will move to the opposite list and the webpage will refresh.

Edit a Role

1. To edit an existing role, have the role you would like to edit selected in the Choose Application Role list. Then select the  button.

2. A pop up will be displayed where you can edit that Role’s name.

3. Change the Role’s name to what you would like and select the  button.

Create a Role

1. To create a new role, select the  button. A pop up will be displayed where you can create a new role.

 

Note: Required fields are outlined in red.

2. Enter the name of the role you would like and select the  button.

Search on the Select Privileges/Create Role Page

1. To search any list within Select Privileges/Create Role Page, use the search boxes at the bottom of any of the lists.

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

Update LDAP User Management

Use the Update LDAP User Management to update LDAP user’s privileges. 

1. In the Security section, select LDAP User Management. The existing applications roles will be displayed in the Browse Frame of the Admin module along with the role’s authorizations. 

2. Select a user from the Choose User list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select a group from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The group will move to the opposite list and the webpage will refresh.

Clone a User

1. To clone an existing user, select the  button. A pop up will be displayed where you can enter the user that you would like to clone.

 

Note: Required fields are outlined in red.

2. Enter all the information in relation to the user you would like to clone and select the  button.

Delete a User

1. To delete a user, have the user you would like to delete selected in the Choose User list. Then select the  button.

2. A pop up will be displayed where you will be asked to confirm the deletion of the selected user.

 

3. Select  to confirm the request or Cancel to exit the request.

Search on the LDAP User Management Page

1. To search any list within LDAP User Management, use the search boxes at the bottom of any of the lists.

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

Update Group Management

Use the Group Management section to manage the privileges users have access to groups. 

1. In the Security section, select Group Management. The existing applications roles will be displayed in the Browse Frame of the Admin module along with lists of the role’s authorizations.

2. Select a group from the list. Once selected, the current authorizations will show in the Non-Member/Member lists.

3. To change authorization, select a member name from either of the lists and click the >> right arrow button or the << left arrow button. The member will move to the opposite list and the webpage will refresh.

Search on the Group Management Page

1. To search any list within Group Management, use the search boxes at the bottom of any of the lists.

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

Update Modules

Use the Modules section to manage the modules every role has access to.

1. In the Security section, select Modules. The existing applications groups will be displayed in the Browse Frame of the Admin module along with lists of the role’s authorizations.

2. Select a role from the Choose Module list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select an authorization from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The authorization will move to the opposite list and the webpage will refresh.

Search on the Modules Page

1. To search any list within Modules, use the search boxes at the bottom of any of the lists.

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

 Update Calendar Configuration

Use the Calendar Configuration section to manage the case and complaint calendars related to your retention schedules within your application.

1. To start, enter the System Email Address if it does not appear by default.

2. Next, select the System Password by clicking the  button where you will be prompted to type in your password.

3. Once the password is typed in, validate it by selecting the  button.

4. After validating, use the Purge drop-down list to select the type of Calendar Configuration you would like to apply to the Requests.

5. To finish, select the  button in the top right corner of the Browse Frame.

Calendar Credentials Configuration

Use the Calendar Credentials Configuration section to view System Email Addresses and System Passwords that need to be reset.

Update Document Delivery Policy

Use the Document Delivery Policy section to manage the policies set forth for your document delivery.

Change the Delivery Methods

1. Use the checkboxes in this section to choose the types of delivery types you would like to permit.

Other Document Delivery Options

1. Use the bottom portion of the Document Deliver Policy section to choose the:

• Server Type
• Server Address
• Port
• Encryption Type

2. After making your selections, enter your username, password, and the address the email will be sent from.

3. Select the  button to validate the information that you entered.

4. Once validated, select the  button to confirm your changes.

Update Email Configuration

Use the Email Configuration section to manage different email templates that you have saved in your system.

1. In the Security section, select Email Configuration. The existing email templates will be displayed in the Browse Frame of the Admin module.

2. From the Email Configuration section, you can add, edit and delete templates

Add an Email Template

1. To add an email template, select the  button.

2. This will open a pop up where a template can be created from.

 

Note: Required fields are outlined in red.

3. After filling in all the desired fields, save the template by selecting the  button.

Edit an Email Template

1. To edit an email template, select the  button to the right of the template.

2. This will open a pop up where a template can be edited.

3. After filling in all the desired fields, save the template by selecting the  button.

Delete an Email Template

1. To delete an email template, select the  button to the right of the template and the template will be removed from the system.

Update Microsoft Exchange Configuration

Use the Microsoft Exchange Configuration section to manage the all settings related to Microsoft Exchange.

1. In the Security section, select Microsoft Exchange Configuration. The existing configurations will be displayed in the Browse Frame of the Admin module.

2. Modify the current Microsoft Exchange configurations by modifying the server version, server, access, default access, auto discovery and how it is integrated. 

3. To finish, select the  button in the top right corner of the Browse Frame.

Update Document Upload Policy

Use the Document Upload Policy section to manage the all settings related to converting uploaded document formats to PDF.

1. In the Security section, select Document Upload Policy page. The existing configurations will be displayed in the Browse Frame of the Admin module

2. By Default all options will be unchecked.

3. By clicking the checkbox for one, two, or all conversion options, the system will convert those formats to PDF on upload.

4. To finish, select the  button in the top right corner of the Browse Frame