1. Click the Legislative Files menu title to open the Legislative Files settings. The following figure illustrates these settings.

legfilesettings1.png

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

NameDescription/FunctionInitial Setting

Add Contact Email on Add New File

If set to YES, Legistar displays the email address for the user who clicked the New button. The address is pulled from the user’s Email 1 field on the People screen (Address tab).

Prerequisite: You must enter the email address for the user on the People > Address tab.

YES

Allow View Attachment Via Web Default

If set to YES, then the Show this Attachment on Internet Reports checkbox on the Attachments tab in the Files module is selected by default, and any new attachment added to a legislative file is viewable on the InSite web portal by default. Users must deselect the checkbox for attachments that should not be viewable on the InSite web portal.

YES

Matter Not Viewable Via Web Default

If set to YES, newly created legislative files are not viewable on the InSite web portal, and will remain that way through drafting, approvals, and the draft agenda. Once the draft agenda has been finalized, the system automatically deselects the checkbox.

YES

Default Body Sponsor

Specifies the default body sponsor that appears in the Sponsor field on the Associations tab in the Files module.

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

NONE

Default File Controlling Body

Sets the default controlling body for a new user account, which in turn becomes the controlling body for any legislative file created by that user. This selection appears in the In Control field when users generate a new legislative file in the Files module.

Each user may change this setting for his or her account if necessary. Click the Tools menu and select Local Settings. Click the Legislative Files menu title on the Personal Settings tab, change the Default File Controlling Body setting, and click Save.

City Council

Default File Status

Sets the default status for a new legislative file. System administrators can edit the available default status options using the File Status field in the Legislative Files > File Statuses section of Administration. Examples of file statuses include Draft, Passed, Adopted, etc. If you use approval tracking, this should say Draft.

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

Draft

Default File Type

Sets the default file type for a new legislative file. System administrators can edit the available default file type options using the Type Name field in the Legislative Files section of Administration. File types include resolution, ordinance, proclamation, appointment, etc.

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

Resolution

Default Name Sponsor

Sets the individual sponsor for legislative files. The file’s sponsors are displayed in the Sponsors field on the Associations tab in the Files module. You can enable individuals as sponsors in the Sponsor Type field for any legislative bodies in the Government Bodies > Bodies section.

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

NONE

File Draft Status

The status of the legislative file when it is being drafted. You can control access to files of this status in the System Security > Security Features section.

Draft

Print Attachment With Reports Default

Sets the default for the automatic printing of attachments with the appropriately enabled reports. If set to YES, then attached documents are set to print with reports. 

YES

Text Editor – Default Font

Specifies the font that is automatically selected for use in the Legistar RTF text editor. Users may set this to any available font within the text editor.

Arial

Text Editor – Default Font Size

Specifies the default font size for the Legistar RTF text editor.

12

Info 1 Tab Caption

Specifies the label used on the first locally defined tab in the Files module. The Show Info1 Tab General setting specifies whether or not this tab is visible.

Info 1

Info 2 Tab Caption

Specifies the label used on the second locally defined tab in the Files module. The Show Info2 Tab General setting specifies whether or not this tab is visible.

Info 2

Assign File ID as

Specifies the type of File ID that Legistar automatically assigns to new files created in the Files module. If set to None, then Legistar prompts the user to select the File ID before saving the record.

Permanent File ID

Allow save Null value for Required File ID

Specifies whether or not Legistar allows blank file IDs (i.e., files that have no number assigned).

YES

Approval Tracking Tab Caption

Sets the name for the Approval Tracking tab in the Files module.

Approval Tracking

Details Tab Caption

Sets the name for the Details tab in the Files module.

Details

Legislative Files Tab Order

Sets the order of the tabs from left to right in the Files module.

Example:

TextFile|Attachments|Associations|Details|SupplementalInfo1|SupplementalInfo2|Approval Tracking|History

See example

Attachments Tab Caption

Sets the name for the Attachments tab in the Files module.

Attachments

Text File Tab Caption

Sets the name for the Text File tab in the Files module.

Text File

Associations Tab Caption

Sets the name for the Associations tab in the Files module.

Associations

History Tab Caption

Sets the name for the History tab in the Files module.

History

  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.