1. From the left menu, click System Settings. The General settings are displayed by default. The following figure illustrates these settings:

generalsettings1 - Copy.png

  1. Review the following settings (use the arrow pointing downwards to scroll down to see some of them):
     
NameDescription/FunctionDefault Setting

Auto Save

If set to YES, any changes made to Legistar data will automatically save when you exit the program. However, you should occasionally click Save when working in Legistar.

Each user may change this setting for his or her account if necessary. Click the Tools menu and select Local Settings. Click the General menu title on the Personal Settings tab, change the Auto Save setting, and click Save.

YES

Calendar Display

If set to YES, the Calendar tab within the Agendas and Minutes modules displays data from the default date ranges set in Personal Settings > Agendas and Personal Settings > Minutes respectively.

If set to NO, then the Calendar tab does not use the specified date ranges and displays all meetings in the database.

Each user may change this setting for his or her account if necessary. Click the Tools menu and select Local Settings. Click the General menu title on the Personal Settings tab, change the Calendar Display setting, and click Save.

YES

Default Administration Report Format

Specifies the format for reports generated from Administration. The available options are PDF and MS-Word.

PDF

Default E-mail Address

Specifies the default email address to which email from Legistar is initially addressed. Use this setting to send reports or text to a specific email address. When you create the email, you may edit the addressee.

support@granicus.com

Default E-mail Attachment Format

Specifies the format for reports generated from Legistar and redirected from the Legistar print command to email as an attachment. The available options are PDF and MS-Word.

PDF

Default E-mail Body Text

Specifies the text that is automatically included in the body of an email when users email Legistar reports. Users may edit this text before sending the email.

A Legistar report is attached. Please review.

Display Format

Specifies the format of how the user name is displayed throughout Legistar. FIRST NAME displays the person’s first name, LAST NAME displays the person’s last name, and DISPLAY NAME displays the person’s first and last name.

DISPLAY NAME

Print Attachment with Agenda and Minutes

If set to YES, the system prints attachments with the agenda and minutes.

YES

Recent Files Limit

Sets the default number of files that appear under the Recent lists (Recent Agendas, Recent Files, and Recent Minutes) in the Home module. The minimum is 1 and the maximum is 25.

Each user may change this setting for his or her account if necessary. Click the Tools menu and select Local Settings. Click the General menu title on the Personal Settings tab, change the Recent Files Limit setting, and click Save.

10

Search Results Threshold

Sets the maximum number of files retrieved within the Search feature. If there are additional files available outside of the set search threshold, users receive a message prompting them to display all search results.

Each user may change this setting for his or her account if necessary. Click the Tools menu and select Local Settings. Click the General menu title on the Personal Settings tab, change the Search Results Threshold setting, and click Save.

200

Use Microsoft  Word as the Text Editor

If set to YES, Legistar uses Microsoft Word as the editor for the drafting of legislative text in the Files module. If set to NO, Legistar uses the Legistar RTF text editor for that purpose.

Note: Regardless of the editor, Legistar stores and displays the actual text of legislative files as RTF in all displays and reports.  Therefore, you should use only those text attributes that are supported by both RTF and the Legistar Report writer when you edit text in Microsoft Word. 

YES

Show History Tab

If set to YES, Legistar displays the History tab in the Files module. If set to NO, this tab is not visible in the Files module.

YES

Show Attachment Tab

If set to YES, Legistar displays the Attachment tab in the Files module. If set to NO, this tab is not visible in the Files module.

YES

Show Association Tab

If set to YES, Legistar displays the Association tab in the Files module. If set to NO, this tab is not visible in the Files module.

YES

Show Details Tab

If set to YES, Legistar displays the Details tab in the Files module. If set to NO, this tab is not visible in the Files module.

YES

Show Info1 Tab

If set to YES, Legistar displays the Info1 tab in the Files module. If set to NO, this tab is not visible in the Files module.

Use the Info 1 Tab Caption Legislative Files setting to set the name for this tab.

NO

Show Info2 Tab

If set to YES, Legistar displays the Info2 tab in the Files module. If set to NO, this tab is not visible in the Files module.

Use the Info 2 Tab Caption Legislative Files setting to set the name for this tab.

NO

Show Non Meeting Bodies On The InSite Calendar

If set to YES, Legistar displays non-meeting bodies on the InSite calendar. If set to NO, Legistar does not display these bodies on the InSite calendar.

NO

Work Style

If set to YES, a rich text format is used to display the meeting data with which you are working in the Agendas and Minutes modules. This display is NOT a preview of your final agendas or minutes document.

If set to NO, then Legistar displays all agenda lines as plain text. 

Each user may change this setting for his or her account if necessary. Click the Tools menu and select Local Settings. Click the General menu title on the Personal Settings tab, change the Work Style setting, and click Save.

YES

Additional Home Screen Help Menu Item Text

Use this field to insert the name of an additional item into the Help Menu; e.g., a user guide written by your own organization.

No value entered

Additional Home Screen Help Menu Item URL

Use this field to enter the URL to which the item you selected in the Additional Home Screen Help Menu Item Text field links, e.g., the link to your organization’s user guide.

No value entered

Restrict Agenda Date Selection

If set to YES, the system allows users to only pick an agenda date of an already-scheduled meeting.

YES

  1. When you change a setting, click Save and then click Exit to exit Administration. Click the Tools menu in Legistar, and select Refresh Administration for your changes to take effect in the system.