Configure Vault Settings

The settings of a vault determine some of its basic functionality that applies to all documents within the vault, regardless of their document type. The entire configuration of a vault is also known as its environment.

To configure a vault's settings:

  1. In Configurator, expand Environment in the configuration tree and select Vault Settings.

    The vault's settings appear in property pages in the right pane.

  2. Choose one or more of the following options.

    There a large number of settings you can configure. Review the table below to determine which documentation is relevant to the task you want to accomplish.

Tab Task Article
General

Configure basic options about the vault

Set initial state of documents after import

Use document type security

Use renditions

Configure General Vault Settings
Authentication

Configure authentication

Configure e-signature authentication

Configure Authentication
Redline Layers Create and edit redline layers used to organize user annotations Create And Edit Redline Layers
Page Styles Customize elements of property pages Edit Page Styles
Assemblies

Configure rules for releasing an assembly document

Configure Copy/Derive with References options

Configure the Assembly Options
Extensions Apply custom user interface extensions to a vault Apply Extensions To a Vault
Settings

Apply custom settings using a text editor.

Create and link to a custom JavaScript module for PowerWeb.

Settings tab - Vault Settings

Create a Custom JavaScript Module in PowerWeb

Enterprise Server Configure a vault for Publisher Configure a Vault For Publisher
AMM Settings

Define proxy tags

Define relationships between documents and proxy tags

Define references between documents and proxy tags

Configure the Document To Tag Relationships
AMM Configurations Not applicable

The AMM Configurations pages is obsolete and provided for backward compatibility with legacy systems only.

AMM User Interface Configure the columns displayed on the Tags and Where Used property pages in PowerUser Configure Column Display

2023