Different basic account related details of an individual user can be altered from here. The following operations can be carried out from this section.
Reset Password
User can change the existing password and define a new password for the user.
To reset the password
- In the Personal Settings window, click the group Accounts.
- Click Reset Password.
Reset Password box is displayed.
Figure: Resetting Password
- Enter the existing password.
- Enter the New Password.
- Enter the new password once again to confirm the new password.
- Click OK to continue.
NOTE: For resetting of the password to be successful, it is mandatory that the existing password should match with the current password and new password you entered should match with the password entered for confirmation.
Default Server
The server to which you want to connect when you log in is defined here.
To select a default server
- In the Personal Settings window, click the group Accounts.
- Click Default Server.
Default Server selection window is displayed.
- Click the down-arrow to select a default server from the list.
Figure: Selecting a default server
- Click OK to continue and save changes.
Email Settings
Email settings for a user can be configured here.
To configure email settings
- In the Personal Settings window, under the group Account click Email Settings.
Email Settings window is displayed.
- Enter Email Id.
- Enter Password.
- Click Test Mail to send a verification mail to the email id provided. If delivering of test mail fails a message is displayed.
- Click OK to save the mail settings and continue.
Configuring Signature
A signature file can be selected. The selected signature file will be inserted when you insert a signature on a document.
To select a signature file
- In the Personal Settings window, under the group Account click Configure Signature.
Upload Signature window is displayed.
- In the window click Select a file.
- Select the signature file from the location where it is saved.
- After selecting the file click OK.
Signature file is selected successfully.
Configuring check-out path
When WRENCH Desktop connector is used, user needs to specify the default checkout path for the checkout operation, view, transmittal report generation etc. Provision to define a check-out path is available here.
To define default checkout path
- In the Personal Settings window under the group Account click Default Checkout Path.
A window to enter Default Checkout Path is displayed.
- Enter the path and click OK to save the path.
The documents checked out using WRENCH utility will be checked out in the path specified.
Multifactor Authentication
If this option is selected, in Administrative Settings window, this option is enabled here. Multi factor authentication using username, password and OTP is enabled. Multifactor options can be selected from a drop-down list. Options available are Email and Mobile App. By default, Email is selected.