Common App Settings

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Common App Settings

 

Common App Settings shows the configuration of your OnePractice environment.

 

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The settings are as follows:

 

Client Folder Configuration - This is either Standard or Alphanumeric. Standard is where all client folders are listed directly under the main Clients folder. Alphanumeric means there are subfolders under the Clients folder (0-9 and A through Z) - this is typically used where total Clients > 5000 or may exceed 5000.

Allow Ampersands in client names - This is either True or False, meaning the & symbol is allows or replaced with the string 'and'

Lists Data Source - Details where the current client data is coming from. In the case above, SharePoint Lists.

Populate Client metadata field - If True, will automatically populate the Client Name metadata field when saving a document.

Populate Group metadata field - If True will automatically populate the Group metadata field when saving a document.