System Manager > Company Setup > Set Up Company Settings

The Company Information Page allows you to enter information about the status and address of the company you are creating. In this page, enter the following information:

1.In the Status field, click the List box button to select the appropriate status of the company: Active or Inactive.

2.Enter in the following fields the appropriate values that corresponds to the actual physical location of the company's business office:

•Address 1

•Address 2

•City

•State

•Zip

•Country

•Phone

•Fax

Note: The fields pertaining to the company's business address and contact numbers are required information. The Save button in the toolbar will remain disabled if there is any field that is left blank. Enter the necessary information in the appropriate fields; otherwise, the system will not allow you to proceed and save the new company database.

3.In the Database field, enter the database name in which the system will store the company's data. Alternatively, you may click the List box button to display a list of databases that are not yet assigned to a company.

4.Enter in the Export field the path to the folder that will be used as the default folder when exporting documents, reports or records from a grid. The folder name indicated in this field is used as the centralized location to which all workstations can be mapped to. This allow users to save their exported files to the same location regardless of the workstation they are working from.

Alternatively, click the Browse button to open the Browse for Folder window and locate the preferred folder location path.

Notes:

•This setting is optional. If there is no folder path entered in this field, the exported files will be saved in the user's workstation Documents folder by default.

•User has the option to accept the default location indicated in this field, if any, or to select a different folder when exporting files. The same behavior applies for each subsequent export files.

Company Information Page

Company Information Page

See Also