Configuring Central User Policies

This procedure configures central policies for KnowledgeTree Office Add-in through KnowledgeTree's web interface.

IMPORTANT! KnowledgeTree (from version 3.6.1) provides Electronic Signatures functionality. This is an auditing tool and an added security mechanism for your document management system that facilitates compliance with CFR 21 Part 11. However, electronic signatures are not supported in the KnowledgeTree client tools, and enabling Electronic Signatures in the API prevents connections to the KnowledgeTree server, from KnowledgeTree Tools and the new KnowledgeTree Office Add-in. When no connection can be established to the KnowledgeTree server, KnowledgeTree Tools users and KnowledgeTree Office Add-in users will be unable to use any of the client-side features of the Tools or the Add-in, and may receive unexpected errors. If you wish to use KnowledgeTree Tools or the KnowledgeTree Office Add-in for desktop integration with the KnowledgeTree server, ensure that the following setting is set to 'False' through KnowledgeTree's web interface, in DMS Administration - System Configuration - Security Settings: 'Enable API Electronic Signatures'. This setting enables and disables electronic signature functionality in the API and for all client tools.

1.	Use your administrator credentials to log in to KnowledgeTree's Web interface.

2.	In KnowlegdeTree's web interface, open DMS Administration - System Configuration.

•	password storage, and whether users must enter reasons on save and edit? Click Office Add-in; then, go to step 4.

4.	On the Office Add-in Settings page, define policies for all KnowledgeTree Office Add-in users in your organization. When you're done, click Save Config Settings. The following options are available:

•	Whether passwords may be stored on the client. The default is False.

Note: Users only see the Remember me checkbox on the Login screen when this setting is

•	Whether users must provide reasons when saving edited KnowledgeTree documents back to KnowledgeTree. The default is True.

•	Whether users must provide reasons when opening KnowledgeTree documents for editing in Microsoft Office. The default is True.

To configure emailing on the KnowledgeTree server, define email settings in DMS Administration - System Configuration - Email. These settings are defined when you wish to allow KnowledgeTree users to email KnowledgeTree documents, from within KnowledgeTree's Web interface, or when using KnowledgeTree Client Tools, such as KnowledgeTree Office Add-in.

Note: Email settings are typically configured when KnowledgeTree is first installed

and set up in your organization. Detailed instructions for this task are therefore provided