Setting preferences

You may control what you see when you log in and the columns to display. The preferences are maintained, regardless of the device you use to log in.

1. On the left menu, select Preferences anytime to change the settings.

2. Select the following preferences:

   • Initial landing page: Identify the page to display when you log in, such as Documents.

   • Initial document type: If the Initial landing page is set to Documents, select the document type to display, such as Policies. If the Initial landing page is not set to Documents, this initial document type is not used.

   • Default entries to show in the grid: Identify the number of rows that show in the document list, up to 100.

   • Initial filters to apply to Tasks: Select the filter to apply to the Tasks page whenever it is displayed. Choose My Tasks and Unassigned. If you choose Unassigned, tasks for which you are in the review queue display.

   • Initial filters to apply to Documents: Select the filter to apply to the Documents page whenever it is displayed. Select All, Active, or Archived.

   • Application Theme: Select from available color options.

3. In the Documents Page Columns section, select the columns to display on the Documents page.

4. In the Tasks Page Columns section, select the columns to display on the Tasks page.

5. Select Save.