Company detail information is managed in the Edit Company window. To access the Edit Company window:
- Go to the Company Workspace tab and switch to Admin mode.
- In the right pane, from the toolbar, click Open. The Edit Company window opens. The Edit Company window has the following tabs:
- General: In this tab, you can manage several company features. See the table below for details. The fields with red asterisks are required.
- Address: You can enter up to seven company addresses. There must be at one address entered for the company headquarters.
- Security: In this tab, you can set up file security policy and password/login policy that your users must follow after they signed in to Unifier.
Note: If your company is using Oracle Identity Management (OIM) to provision your company users, the password policy specified on this tab will not be used. OIM has its own password policy which will supersede the policy on this tab.
- Contact: Maintains support contact and e-Learning access information for your users. The information entered here appears in the Support window (Contact tab). To access the Support window, click Help, from the upper right-corner of the Unifier window, and select Contact Support from the menu.
- E-Signatures: In this tab you can manage the default e-signature type, DocuSign setup, and AdobeSign setup to use these digital E-signature solutions within Unifier documents.
- Outgoing E-mails: In this tab
The following explains each tab in details.