General Investigative Sites Settings

The General Settings allow you to set up rules that would be critical for a site creation process. These settings are global and are applicable to all sites in the room. The choices made here are dictated by client preferences.

To set up the General Settings, the administrator needs to:

1. Navigate to Settings
2. Click the arrow next to Investigative Sites in the left pane of the Settings window
3. Click General Settings from the collapsed dropdown
4. The General Settings window opens to the right
5. Select the options as required
6. Click Save at the bottom of the window to commit the changes

Referring to the screenshot above, the General settings window allows the following to be defined:

1. Site naming pattern
2. The root folder name
3. The sort order
4. Creation of site folders
5. Site expiration reminder period
6. Site expiration notification recipients list
7. Site default access rights and members
8. Site default access editors and readers groups

Each of these are described in the subsequent topics-