Circulation/Report (Personal Settings)

You can customize some of settings on Personal Settings screen of each application.
This chapter indicates how to do that. * Contents that can be set differs for each application.

Print Button

To Setup Display Settings of Circulation/Report


When you press the link of Display Settings in Settings menu, Display Settings screen is displayed.




Click "Update" button to save the changes.


To Setup Title/Form Settings


When you press the link of Application Management > Title/Form Settings in Settings menu, Title/Form Settings screen is displayed.
You can add, edit, and delete Title/Forms which are used when creating circulars/reports.





To Add Title/Form


When you press "Title/Form" button in the list of titles/forms screen, Add Title/Form screen is displayed.




Click "Update" button to save the changes.

Using Control Form As Input Mode
You can input a form by using control form.



- Preview Screen
When you press "Preview" button, you can see how the content being entered is displayed.



To Edit Title/Form


When you press a link of Title, Edit Title/Form screen is displayed.



Click "Update" button to save the changes.


To Delete Title/Form


When you press "Delete" button on the list of titles/forms or Edit Title/Form screen, a confirmation window is displayed.
When you press "Yes" button, the titles/forms are deleted. The titles/forms are permanently deleted and cannot be recovered. Please take note.


To Add Form from File (Import)


When you press the link of Form Settings > Import Form in Settings menu, Import Form screen is displayed.
You can add a form by importing a file.




After all entries are completed, when you press "Import" button, importing a form is started.


To Save Form to File (Export)


When you press the link of Export Form in Settings menu, Export Form screen is displayed.
You can save a form to a file.





To Setup Recipients Setting


When you press the link of Application Management > Recipients Settings in Settings menu, Recipients Settings screen is displayed.
You can add, edit, and delete recipients which are used when creating circulars/reports.





To Add Recipient


When you press "Add Recipient" button in the list of recipients, Add Recipient screen is displayed.




Click "Update" button to save the changes.


To Edit Recipient


When you press a link of the recipient name, Edit Recipient screen is displayed.



Click "Update" button to save the changes.


To Delete Recipients


When you press "Delete" button on Recipient Whitelist Settings screen or Update Recipient screen, a confirmation window appears.
When you press "Yes" button, the recipients are deleted. The recipients are permanently deleted and cannot be recovered. Please take note.


To Add Recipient(s) from File (Import)


When you press the "Recipient Settings" link in [Settings menu > Import of Recipient(s)], [Import of Recipient(s)] screen is displayed.
Recipients can be registered from the description in the file.

To Add Recipient(s) from File (Import)


After all entries are completed, when you press the "Import" button, the import of recipients will start.


To Save Recipient(s) to File (Export)


When you press the "Recipient Settings" link in [Settings menu > Export of Recipient(s)], [Export of Recipient(s)] screen is displayed.
You can save the registered recipients to a file.

To Save Recipient(s) to File (Export)



Select notification upon receipt option


When you press the link of Notification upon Receipt in Settings menu, Notification upon Receipt screen is displayed.
Choose whether to receive a notification upon receipt of a circular/report.




Click "Update" button to save the changes.