The General Settings section provides configuration options for generic system level features such as SMTP settings, email options, default locations, and the application URL.
Navigate to Settings > System Configuration > General Settings.
The options available on the General Settings screen are outlined below:
Field | Description |
|---|---|
Maximum Attachment Size | Use this option to configure the maximum allowed attachment size in MBs. This will affect the size of files accepted by the eCASE system as attachments. |
Application URL | Enter the URL for the eCASE application with a proper server or DNS name that is accessible for all users. This will be the web address that eCASE Users will need to access eCASE. |
Online Chat | Enable or disable the online chat feature. eCASE online chat must first be installed in order to be configured. |
Chat Server URL | Enter chat server URL details for the online chat feature. |
Integrated Document Control | Enable or disable Document Control. When turned On, users should use Internet Explorer (with XBAP settings specified in System Requirements document) as web browser to have an integrated document editing, check-in/check-out, and scanning functionality. When Chrome or Edge browsers used, integrated document control is not supported. |
Default Location for Checkout/In | Enter designated location for checkout/check-in. It is related to the Integrated Document Control setting. |
SMTP Address | Enter the IP address of your SMTP mail server to relay emails from the system. |
SMTP Server Authentication Mode | Use this option to select the server authentication mode. The options are: Anonymous, Basic, or Windows. |
SMTP Send User Name | This option is only applicable in the case of Basic Server Authentication Mode. |
SMTP Send Password | This option is only applicable in the case of Basic Server Authentication Mode. |
SMTP Use SSL | This option enables or disables the use of https encryption. |
Default from Address for Email | When sending emails from eCASE, the āFrom Email Addressā can default to either a general office email address or a user email address. (!!) Note: This configuration is only for a ādefault;ā you can always manually change it when sending an email from eCASE. |
Office Display Format | Use this to select the format of the Office when it is displayed in eCASE. |
User Picker Columns Format | Use this to select the format for users as they will be displayed in user pickers in eCASE |
Calendar Task Subject | When a Calendar item is sent in an email during task assignment, the calendar item will have the subject entered here. |
Letter Template | This option enables or disables letter templates. |
Zip Code Validation | This option enables or disables zip codes validation. If enabled, eCASE will automatically fetch the associated city and state when a user enters the zip code in eCASE out of the box screens. |
Target Days Based on | This option determines whether target days are based on calendar days or business days. This will affect how the system populates due dates with priority codes. Business days exclude weekends and holidays. Holidays are defined in Settings > Setup > Holidays. |
Scanned File Format | Files scanned into eCASE will be automatically stored in either .pdf or .tif formats based on your selection. |
Enable Web Vulnerabilities Validation | It is recommended that you select this option to increase the IT security of the application against SQL injections and other malicious code. |
OnlyOffice API URL | Provide the OnlyofficeAPI URL to enable the Online collaboration of word documents. |
Display Text for Application Name | Use this option to determine the name of the application in the URL. For example, replace āeCASEā with your organizationās application name. |
Hide Admin Group or Admin Group Users from Assignments | This option will either show or hide users from the Admin group during assignments of a task or case. If Admin users will be assigned tasks within eCASE, do not check this box. |
Enable Turnaround Days for Assigning Activity | This option enables or disables the feature Turnaround days during Activity/Task Assignment. If enabled, during task assignment, the assigning user will have the option to enter a target number of days before which the task is due, otherwise known as āturnaround time.ā |
Enable Error Notification
Enable and enter the email address to which you would like System Error notifications to be sent. Notifications will be automatically sent to this email address when a system error occurs.
Enable Attachment Properties
These options enable Index, Content Source, Sensitivity, Description, Keywords, and Comments fields for Attachments. If all these options are enabled, these fields displays when a user attaches a file to a case folder and controls what columns display in the Attachments tab of a folder. See the screen below.
Tracking Checked Out Documents
This option determines the length of time, in days, documents/attachments may be āchecked outā by a user. If the box is checked to Undo Checked out Documents Automatically after Time Lapse, then after the specified number of days, eCASE will automatically check the documents back in. The Check In/Out options manage version control on documents/attachments in the eCASE system.
Email Link Location for Reports
For security purposes, some organizations have restrictions on sending and receiving attachments from emails, such as imposing a file size limit on attachments, or preventing attachments from being sent through emails entirely. In these situations, you may not be able to send reports from eCASE as email attachments.
In eCASE, the app administrator can configure a storage location for reports, which would allow the reports to be accessed via links sent through email. The Email Link Location for Reports is the locations in which reports are stored when they are sent as links through emails. Enter the location for reports in the Path Accessible from Application Server field. The path from the application server must have Write permission and the path from the workstation must have Read permission.
System Notifications
These options will determine if the system notifications are enabled for either: all users, certain users based on their user profile, or disabled for all users.
Disable Alternate User of the Current Task When the Folder is Opened by Task Assignee And
This option disables the use of an alternate or proxy user for the current task when the folder is opened by the assigned user. The purpose being, that if the assignee has opened the folder this should indicate that they are available and an alternate user is not needed. This option can be configured to disable the alternate user only when the assigned user opens the flder from the inbox or if the assigned user opens the folder from anywhere.
Text Field Character Case
Text in certain fields can be formatted automatically to:
No Changes
Capitalize the first letter of every word
Change all letters to upper case
Change all letters to lower case
Use this option to automatically format text in the following fields:
Type | Fields |
|---|---|
Enterprise Fields |
|
Contact or User Fields |
|
Auto Send User Template(s) While Creating New User
If enabled, the selected email templates will be sent to new users upon user creation. To make new templates or edit existing user templates, go to Settings > System Configuration > User Email Templates.
The User invitation email is an email notifying the user that a user profile has been created for them. This email typically contains the userās login ID.
The User password email contains the password for the user profile.
Login Page
There are two methods that can be used to manage user login. Depending on your security requirements, please identify which method of user login you would like to use. If you are using Single sign-on, then the configuration options for the login page will not be relevant to your implementation.
Single sign-on allows the user to skip the login page, by using the network user name and password to log in instead. This method requires integration with the agency LDAP.
Application sign-on requires that the user maintains a separate password managed by the eCASE application. Password requirements for this method are enforced by the eCASE application.
If your agency has decided to use Application sign-on you can configure the login page to display your banner and organization name.
Banner - This option, if enabled, allows you to upload an image or your organizationās logo to display on the login page. If selected, please provide the image file.
Organization Name - This option, if enabled, allows you to display the name of your organization on the login page. If selected, specify font size 8-20 for display.
Disclaimer Text - If your agency has a requirement to display disclaimer information regarding the use of any IT system, it can be configured to display in eCASE.
If you are using Application Sign-on, the disclaimer text displays on the login screen.
If you are using Single Sign-on, the disclaimer text displays in a pop-up window after the user navigates to the eCASE URL.
Priority Order - If the Disclaimer Text option is enabled on the login page, you may select the order in which this item will appear:
Below is an example of the Login Page when Application Sign-on is being used, with the Banner, Organization, Disclaimer text, and Priority Order options enabled:
