System Settings

This tab lets you configure documents manager server settings.

Configuring documents management

Before users can save documents in the Documents tab of the Projects module, you must enable documents management.

To configure documents management
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Environment Settings tab.
  3. Select the System Settings tab.
  4. Under Documents Settings, enter the name of the server running Documents Manager and the database into which documents will be saved.
  5. Click Save.