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When you need to create system documentation for an [[Instance|instance]] of [[SmartSimple]] you can access many system settings in a format that supports easy to use copy and paste functionality through the '''System Summary''' Feature. To access '''System Summary''' use the following steps (you will need [[Global Administrator]] permission to perform this task):
1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]].
2. Scroll to the '''Business & System Configuration''' section.
3. Click the '''System Summary''' link.
The '''System Summary''' consists of six tabs:
* [[Password Policy]] - displays the current [[Password|password]] policies within the [[Instance|instance]].
* '''System Security''' - Displays all '''Manager Permissions''' and '''Restrictions''' in the first column and each [[User|user]] [[Role|role]] as an additional column. The value "Yes" will be displayed in the intersection of the permission and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have that permission or restriction.
* [[Role]] Fields - Displays all [[Custom Fields|custom fields]] associated with each [[Role|role]] and the details of each field.
* '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each company category and the details of each field.
* [[Portal]] Shortcuts - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used.
* '''Notes Permissions''' - Displays all notes in the first column and each [[User|user]] [[Role|role]] as an additional columns. The value "Yes" will be displayed in the intersection of the '''Note''' type and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have permission to use that note type.
=Technique for Using System Summary=
The '''System Summary''' pages have been created without the application of the [[Instance|instance]] '''Branding & Visual Settings'''. This is to ensure that the information can be easily copied and pasted into other [[Applications|applications]] for documentation. To transfer this information to another [[Applications|application]] use the following steps:
1. Highlight the required information.
2. Choose the [[Browser|browser's]] '''Edit Copy''' [[Menu|menu]] (or press '''Control + C''').
3. Switch to the other [[Application|application]].
4. Choose the [[Applications|application's]] '''Edit Paste''' [[Menu|menu]] (or press '''Control + V''').
[[Category:System Administration]][[Category:System Auditing Features]]
1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]].
2. Scroll to the '''Business & System Configuration''' section.
3. Click the '''System Summary''' link.
The '''System Summary''' consists of six tabs:
* [[Password Policy]] - displays the current [[Password|password]] policies within the [[Instance|instance]].
* '''System Security''' - Displays all '''Manager Permissions''' and '''Restrictions''' in the first column and each [[User|user]] [[Role|role]] as an additional column. The value "Yes" will be displayed in the intersection of the permission and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have that permission or restriction.
* [[Role]] Fields - Displays all [[Custom Fields|custom fields]] associated with each [[Role|role]] and the details of each field.
* '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each company category and the details of each field.
* [[Portal]] Shortcuts - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used.
* '''Notes Permissions''' - Displays all notes in the first column and each [[User|user]] [[Role|role]] as an additional columns. The value "Yes" will be displayed in the intersection of the '''Note''' type and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have permission to use that note type.
=Technique for Using System Summary=
The '''System Summary''' pages have been created without the application of the [[Instance|instance]] '''Branding & Visual Settings'''. This is to ensure that the information can be easily copied and pasted into other [[Applications|applications]] for documentation. To transfer this information to another [[Applications|application]] use the following steps:
1. Highlight the required information.
2. Choose the [[Browser|browser's]] '''Edit Copy''' [[Menu|menu]] (or press '''Control + C''').
3. Switch to the other [[Application|application]].
4. Choose the [[Applications|application's]] '''Edit Paste''' [[Menu|menu]] (or press '''Control + V''').
[[Category:System Administration]][[Category:System Auditing Features]]
