User Settings window

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The User Settings window can be used to change name, display, and e-mail settings that pertain to the current user logged into Design Manager or the computer from which the user is operating.  This window is accessed by selecting the File - User Settings.

 

user settings-cloud

 

The Name, Title, and E-mail fields are the same ones that can be set under the respective user’s password.  Should the fields be grey and not accessible, then that means that the user does not have rights to change them as defined by their password settings.

 

The Name field is the name of the user as reported on various windows including the To-do-list.

 

Title is the position or title of the user such as “Office Manager” or “Designer.”  

 

E-mail is used to enter the respective users e-mail address.  The Title and E-mail is also used when creating certain Word™ documents from the Address Book to identify the sender of the document.  

 

The Default E-mail Message Text is used to set the body text of any e-mail sent from Design Manager.   This is useful if your e-mail does not support signatures. The text can be over-ridden for each individual e-mail sent. If Outlook is your E-mail setting option, do NOT use this default E-mail message function, use the one provided by Outlook.

 

The Visual Settings can be used to change the look of the windows, toolbar, and colors in Design Manager.  There are a number of themes and combinations that are included with Design Manger.  The user can experiment with these settings but the user must exit Design Manager and Restart the program to see the changes.

 

The Reset button will change the program back to factory settings when the software was originally installed.

 

The “Apply Color to Background” option is used to apply the theme colors to background colors of all child windows within Design Manager (i.e. instead of the normal slate grey).

 

The visual themes present on the Themes List are gathered from the “themes” folder found under the Design Manager folder.  Third party themes can be loaded into this directory for Design Manager to use, but Design Manager does not recommend using any theme not tested and shipped with Design Manager.

 

Font Change: The program defaults to the Calibri 9 point font size.  This font is for the visual setting of the program itself and does NOT change the font on any documents.  There are 3 font size settings: Normal (9pt), Large (10pt), and Largest (11pt).

 

To increase the on screen font size choose the Change change font button button.  Select the font size you prefer and choose OK.

chnge font size window

***IMPORTANT NOTE: Choosing anything larger than the Normal (9pt) font size may cause windows and fields to show less information.***

 

 

Workstation Settings - these options are used to control functions specific to the computer from which the user is working.

 

The E-mail Settings menu determines what type of E-mail interface the computer will utilize. Design Manager recommends using Outlook or SMTP.  The following options are available:

 

DM Server/SMTP -  The DM Server option, when no SMTP settings are entered, automatically sends the E-mail on your behalf using the Design Manager E-mail Server.  Even though the E-mail is sent from designmanager.com it appears to be sent by you and all replies will come to you.  Since this E-mail will not appear in your sent items, a copy of the E-mail will be sent to your E-mail address as well as the intended recipient.

 

SMTP - SMTP (Simple Mail Transfer Protocol) allows you to specify a SMTP server, either on your own network or from an E-mail provider such as Yahoo, Google, MSN, etc., through which E-mails from Design Manager will be routed. To use your own SMTP settings, click on the SMTP Settings button to enter the necessary settings on the SMTP Settings Window.  Using SMTP will allow a more advanced E-mail Window to be utilized when E-mailing through Design Manager with features including adding attachments to the E-mail, having Blind Carbon Copies (Bcc:), etc.

 

Save PDF - The Save PDF selection will not display any E-mail Window but will rather launch the Design Manager - Email Report Window so that you can save a report or document as a .pdf file on your computer or network.  Using Save PDF allows you store the report or document in the event that you do not have e-mail configured on the computer.

 

The Show To Do List at Program Startup option will cause the To Do List Tasks and Appointments Window to be displayed whenever the user logs into Design Manager on the current computer.

 

The Synchronize Tasks/Appointments with Outlook (Sync Tasks/Appointments with Outlook) option causes the Tasks and Appointments on the To Do List Tasks and Appointments Window to be automatically synchronized with Microsoft Outlook each time you view that window.  Upon selecting this option, you must then select the appropriate Outlook Calendar and Tasks Folders in the respective menus.  The To Do List Appointments will be synchronized with the selected Outlook Calendar Folder while To Do List Tasks will be synchronized with the Outlook Tasks Folder.

***The Synchronize Tasks/Appointments with Outlook option is NOT available in the Cloud, unless you are a CloudSpace user.***