User Settings

Setting up e-manage|ONE or your specific needs is crucial for effective management. Here's a step-by-step guide on configuring user settings to optimize your experience.

Access User Settings

1. Open e-manage One.

2. Click on "Tools" in the Top Main Toolbar.

3. Select "Configure" from the dropdown menu.

4. Choose "User Settings."

E-Mail and Personal Calendar Settings

If you plan to use e-mail within e-manage One, it's highly recommended to integrate your e-mail and calendar settings. Follow these steps:

1. Check the "Integrate items" option.

2. Click the gray "Register" button. This ensures that e-manage One synchronizes with your Outlook and calendar.

3. Once a name appears to the left of "clear," your settings are complete.

Multiple E-mail Accounts

If you have multiple accounts set up in Outlook, e-manage One will automatically recognize them. These accounts will be available in the "From" drop-down within the e-manage e-mail window.

From the file menu in Outlook:

Personal Calendar Event Colors

You can customize the colors of personal calendar events based on the event type. This setting will apply company-wide, and you only need to do it once.

Event Sharing

Specify which users can schedule, delete, or edit your appointments. This allows you to control who has access to your calendar and events.

Setting Map Location (Personal Settings)

You can set your default map starting location for easy access to your company's installations on a map. Follow these steps:

1. Drag and drop your company from the search toolbar located in the lower left-hand corner (the magnifying glass).

2. This information will feed into the web portal, allowing you to view the locations of your current installations on a map.

Other Personal Settings

For a standard setup, we recommend checking the following boxes:

PO / Customer Invoice Settings

You can configure this area once for the entire company to streamline communication with vendors and customers:

• Select "Include Salesperson Initials" to add the Sales Rep's initials to the front of Vendor PO and Customer Invoice numbers (e.g., SP5061-1, SP5061-2).

• If you prefer to use the Project Manager's initials, select "Prefer PM."

• Choosing "Add to End" will append the initials to the end of the number (e.g., 5061-1SP, 5061-2SP).

Configuring these settings ensures efficient and tailored use of e-manage One for your specific requirements.

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