How to use System Administrator to configure preferences that are not specific to a particular practice. To access and set up Universal Preferences:
Select View > Universal Preferences.
The Preferences window appears.
Select the preferences folder you want to configure
The window displays the available preferences.
In the Preference list, double-click the preference you want to set up.
A window displays for the selected preference.
Enter the desired value for the preference, and then select OK.
There are three types of preferences:
Preference Type
Description
Boolean
Select True to enable the preference or select False to disable it.
Path
Enter the path that applies to the preference. You can enter the path or select the Ellipsis button to navigate for the path.
Free Text
Enter the alphanumeric value to use for the preference.
Note: Some Universal Preferences may include FTP (File Transfer Protocol) settings. Set up FTP settings only if your practice is using FTP to store information. If you are not using FTP, discard all the FTP-related Universal Preferences and make sure to set the Use FTP value to False.
Documents Universal Preferences These universal preferences control the handling of documents, including archiving, caching, and import and export paths.