Configuring Preferences

Description

If you like auto-security but keep forgetting to activate it each morning, this option is for you. Check this box and CBX will automatically prompt you activate auto-security every time after you enter your employee ID and password on the Welcome screen.

• NOTE: After checking this box and using Enter, you may immediately be asked to activate auto-security for the current session.

If you use ProDOC daily and don't want to log in manually every day, this option is for you!  Check this box and you will automatically be logged into ProDOC when you log into CBX.

• The user/password is also used for idocVAULT.  It is important to set your own password for this username in case you need to manually log into either software.

• If your user does not exist, one will be automatically created for you and you will be given a default set of permissions.  Additional permissions can be assigned by your Imaging System Administrator.

• If you want to manually log in and to set your password/view your username, go to the time out window and click My Document Image Vault.  Then click Admin to set a password for your username.  IMPORTANT:  Make note of your username as well.  If you do not do this step, your password will not be known to you.

• This feature is not available to credit unions with in house imaging vaults that are not Imaging Solutions Release Managed clients.

• What do I do if I have a workstation that does not have ProDOC installed?  

Select one of the following to determine which tools show on the home page when logging in. Don't forget you can select to view other toolsets manually on the home page.

• All my tools

Selecting this option will show all tools on the home page that you currently have access to.

• My favorites

Selecting this option will show only tools that you or your credit union have designated as a favorite. Selecting this option will also display a Select option; use the select button to access the screen to choose which specific favorite toolset to show.

• All available tools

Selecting this option will show all tools that are available, both tools you have been assigned, and tools that are available to be assigned to you (unassigned tools will appear gray and cannot be selected until assigned in Employee Security).

Select which groups of favorites to show, only your configured favorite toolsets, only your credit unions shared favorites groups, or both. (Note: Data Center employee IDs will not be able to see credit union groups.)

Sort favorites by the configured display sequence (the order in which you organized your favorite tools), the Tool #, or the tool title.

This field is no longer used with CBX.

This field is no longer used with CBX.

Select this option to not display a tool list until a search is initiated in the Search for field on the home page. Regardless of which toolset is selected, no tools will appear until the enter key is used to search.

Note that this setting also applies to selecting a filter. This means that if you're electing to hide the tools list on your home page using this setting, selecting a filter category or type will not automatically display tools - you must still complete a search to display any tools in that filter group.

Select this box to show the Exact match and Search long description selection boxes on the home page.

If you prefer alternate row shading in the tool list (every other tool is shaded in gray), select this option. Deselect this option to show an all-white background.

Choose to show only the columns you want to see between the Shortcut, Info button, and Favorites button on the home page.

Select this option to display the drop down list that allows you to filter tools by Category or Type.

If you do not want to see the drop down that allows selection of different toolsets, deselect this button. Note that when the option is not visible, you lose the option to move between different toolsets from the home page.

This option is not currently available.

Select this option to show the button to Work Follow-Ups if any outstanding member follow-ups are assigned to you.

Member Global Search Preferences tab

Select this option to use the search criteria selected, and which membership types to search, in your personal profile instead of the defaults selected in the account search features workflow controls.

Select the search criteria fields you'd like to be included when searching.

Check out these additional video resources!