Site Preferences

 

Overview

The Preferences tab provides for configuration of certain site-wide preferences related to invoicing, external access, and site purge.

 

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Controls

The following table lists the fields available on the Site Preferences tab.

Field

Description

Paperless Invoices Preferred

Indicates that the site prefers invoices to be electronic rather than mailed.

nVIRO can be configured to allow external users to select a Paperless Invoice option for their sites.

When this ability is configured, the "Paperless Invoices Preferred" checkbox is available to external users with Admin or Edit roles.

This may be overridden at a Fee Category level to require a particular fee, which is always mailed. When "Paperless Invoices Preferred" is checked, the site's invoice document will not have a checkbox available on the "Document Set Details" list to select for download/printing to prevent the document from being included in downloaded or printed invoices from the list.

Prevent External Access

This may be set if the site record should never have external accounts related to it. Setting this checkbox prevents external users from accessing the site.

Exempt From Site Purge

Sites may be configured to be Exempt from purge rules by selecting the reason provided for exemption. When a site has been exempted, this status is displayed in the site detail page sidebar.

This option is useful for situations where no records for a site should be purged, for example, to support litigation holds, aka preservation orders, FOIA fulfillment, or historic significance.

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