Global Policies Tab

Make the following selections to display the Global Policies tab:

eService—Setup—Policies—Global Policies

Use this tab to select a default property policy code.

ClosedFields

Default Property Policy Code

From the drop down list, select your choice for the default property policy code. (When you display a tab affected by policies, the default policy you select will display as the selected policy.)

Store Saved Documents

Select to store saved document in folders.

Root Document Path

When you select the option to store saved documents in folders, this field appears. Enter the path to the folder where you want to store the documents.

Cancel

Click to stop without saving changes.

Save

Click to save your changes.

See Also

Documents Tab

Document Types Overview

Storing Documents in Folders

Policies Overview

 

 

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