Setting File, Site, and Notification Preferences

Users with the Administrator role can set up file, site, and notification preferences for the account at Setup > Company > General Preferences.

Note:

Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.

For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.

Preference	Description
Hide Attachment Folders	Check this box if you want the default attachment folders to show in the File Cabinet only for administrators. All roles can still access files attached to records. The following folders are affected: Attachments Received Attachments Sent Mail Merge For more information, read Hiding Attachment Folders.
Hide File Cabinet Hierarchical Info	Check this box to turn off the calculation and display of folder sizes in the File Cabinet. Checking this box can improve performance.
Web Site Hosting Files Always Available	This box is checked by default. It controls how files in the Web Site Hosting Files Folder are available online. This is a global setting that can override the Available Without Login setting on individual file records. When this box is checked, the Available Without Login settings on individual files is ignored. Files stored in the Web Site Hosting Files Folder are accessible for any URL listed on the file. When the box is cleared, your Available Without Login settings on individual files are use. You can clear the box on files stored in the Web Site Hosting Files folder to make them unavailable on a shopping domain. For more information, see Making Web Site Hosting Files Always Available.
SuiteBundle Files Always Available	This box is checked by default. It affects how files in the SuiteBundles folder are available online. This is a global setting that can override the Available Without Login setting on individual file records. When the box is checked, the Available Without Login setting on individual files is ignored. Files stored in the SuiteBundles folder are accessible for any URL listed on the file. When the box is cleared, your Available Without Login setting on individual files are used. For more information, see Making Web Site Hosting Files Always Available.
Internal Web Site	Select the site from which you want to publish tabs to the internal centers.
Company Logo Folder	Select the File Cabinet folder where your company (and for OneWorld accounts, subsidiary) logo is stored. This selection determines which files are listed in Company Logo (Forms) and Company Logo (Pages) on the General Preferences page at Setup > Company > General Preferences. In OneWorld accounts, these files are also listed in Subsidiary Logo (Forms) on the Subsidiary page at Setup > Company > Subsidiaries > Subsidiary. The logo selected on the Setup Company Information page is used for the main subsidiary. Logos for other subsidiaries can be set on each Subsidiary page.
Maintenance Complete Email Notification	Check this box to automatically send email messages to all active account administrators when scheduled account maintenance is completed.
Email Employee on Approvals	Check this box to automatically send email messages to employees when their supervisors approve purchase requests, expense reports, and time transactions.
Email return address when a manual bank import is done	Check this box to send a success notification to your company's return email address whenever a manual bank statement import completes successfully. Clear this box if your company does not need to be notified of successful manual imports.
Email return address when an automatic bank import is done	Check this box to send a success notification to your company's return email address whenever an automatic bank statement import completes successfully. Clear this box if your company does not need to be notified of successful automatic imports.
Email return address if a manual bank import has issues	Check this box to send an error notification to your company's return email address when a manual bank statement import fails or completes with errors. Clear this box if your company does not need to be notified of problems with manual imports.
Email return address if an automatic bank import has issues	Check this box to send an error notification to your company's return email address when an automatic bank statement import fails or completes with errors. Clear this box if your company does not need to be notified of problems with automatic imports.

Preference

Description

Hide Attachment Folders

Check this box if you want the default attachment folders to show in the File Cabinet only for administrators. All roles can still access files attached to records.

The following folders are affected:

Attachments Received
Attachments Sent
Mail Merge

For more information, read Hiding Attachment Folders.

Hide File Cabinet Hierarchical Info

Check this box to turn off the calculation and display of folder sizes in the File Cabinet. Checking this box can improve performance.

Web Site Hosting Files Always Available

This box is checked by default. It controls how files in the Web Site Hosting Files Folder are available online. This is a global setting that can override the Available Without Login setting on individual file records.

When this box is checked, the Available Without Login settings on individual files is ignored. Files stored in the Web Site Hosting Files Folder are accessible for any URL listed on the file.
When the box is cleared, your Available Without Login settings on individual files are use. You can clear the box on files stored in the Web Site Hosting Files folder to make them unavailable on a shopping domain.

For more information, see Making Web Site Hosting Files Always Available.

SuiteBundle Files Always Available

This box is checked by default. It affects how files in the SuiteBundles folder are available online. This is a global setting that can override the Available Without Login setting on individual file records.

When the box is checked, the Available Without Login setting on individual files is ignored. Files stored in the SuiteBundles folder are accessible for any URL listed on the file.
When the box is cleared, your Available Without Login setting on individual files are used.

For more information, see Making Web Site Hosting Files Always Available.

Internal Web Site

Select the site from which you want to publish tabs to the internal centers.

Company Logo Folder

Select the File Cabinet folder where your company (and for OneWorld accounts, subsidiary) logo is stored.

This selection determines which files are listed in Company Logo (Forms) and Company Logo (Pages) on the General Preferences page at Setup > Company > General Preferences.

In OneWorld accounts, these files are also listed in Subsidiary Logo (Forms) on the Subsidiary page at Setup > Company > Subsidiaries > Subsidiary. The logo selected on the Setup Company Information page is used for the main subsidiary. Logos for other subsidiaries can be set on each Subsidiary page.

Maintenance Complete Email Notification

Check this box to automatically send email messages to all active account administrators when scheduled account maintenance is completed.

Email Employee on Approvals

Check this box to automatically send email messages to employees when their supervisors approve purchase requests, expense reports, and time transactions.

Email return address when a manual bank import is done

Check this box to send a success notification to your company's return email address whenever a manual bank statement import completes successfully. Clear this box if your company does not need to be notified of successful manual imports.

Email return address when an automatic bank import is done

Check this box to send a success notification to your company's return email address whenever an automatic bank statement import completes successfully. Clear this box if your company does not need to be notified of successful automatic imports.

Email return address if a manual bank import has issues

Check this box to send an error notification to your company's return email address when a manual bank statement import fails or completes with errors. Clear this box if your company does not need to be notified of problems with manual imports.

Email return address if an automatic bank import has issues

Check this box to send an error notification to your company's return email address when an automatic bank statement import fails or completes with errors. Clear this box if your company does not need to be notified of problems with automatic imports.

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