The company settings apply across all companies. If settings are adjusted, they always apply to all projects and logs.
Company
Company information and the logo are entered here. Any changes made to the company information will affect the PDF printout of the minutes. If the printout has not been adjusted, please contact support at 044 512 18 00 or support@realview.ch.
Minutes
The absence can only be activated by REΛLVIEW. For more information on absences in REΛLVIEW, see Absences or contact support.
For the protocol, you can choose between 3 and 5 levels of numbering. Example of 3-level protocols - 5.4.3 / Example of 5-level protocols: 5.4.3.2.1
If Lock after copying is active, the logs can no longer be edited after switching to the next log. Only the creation of the PDF is possible.
If Change log name after copying is active, the name of the log can also be changed when switching to the next log. If the function is deactivated, the log name can no longer be changed.
The location of the project is specified in the final sentence of each protocol. If Company location as default protocol location is activated, the company location will be transferred to future protocols.
The award protocol can only be activated by REΛLVIEW. For more information on award protocols in REΛLVIEW, see Negotiation protocol or contact support.
Agenda
When time is activated, an additional column is displayed next to the agenda items, in which you can define the time for each agenda item.
Participants
Participants can be assigned a role in an additional column.
An additional category, Partially present, is added for participants. If this is selected, the period of attendance can be entered.
With the initial check, the initials of participants can only be assigned once for the entire database. To activate this function, please contact support.
With Approval after import, newly added participants must be confirmed or approved by a superuser before they can be imported into new logs.
If automatic capitalization is enabled, the first letter of the first and last name will automatically be capitalized and the second letter will be lowercase.
By default, initials are written in uppercase letters. However, this can also be disabled so that you can freely choose the initials to be used.
If the Participants can sign minutes function is enabled, participants in the participant list can add a signature, which will be attached to the minutes.
Text
If text indentation is active, item numbers with three or more digits (3.2.1) are indented by approx. 4 mm.
In addition to the existing categories (default: Info, Pending, Decision), Motion is also activated.
In addition to the existing categories (default: Info, Pending, Decision), Discussion will also be activated.
In addition to the existing categories (default: Info, Pending, Decision), Instruction will also be activated.
If Answer in text with Yes/No is active, a Yes/No answer option can be displayed for a text entry. To activate this function, please contact support.
If Lock text entries is activated, superusers will see a lock icon that can be used to lock individual text entries so that, for example, template texts can no longer be changed. To activate this function, please contact support.
If Print empty agenda items is active, agenda items are also printed if they do not contain any text entries. This setting can also be made specifically for individual minutes.
A time period (from/to) can be set for the completion date. For example, completion date from 01/01/2024 to 01/31/2024. To activate this function, please contact support.
The numbering in the printout can be hidden. To activate this function, please contact support.
If the short text for pending items is active, a short text can be created for the pending items list for each text entry. The complete pending item is displayed in the text on the printout and the short text is displayed on the pending items list.
If Edit pending items from the pending items list is active, the pending items in the pending items list can be edited using the pencil icon in the top right-hand corner. Otherwise, the user must return to the original log to make adjustments to the original text.
If Edit resolutions from the resolution list is active, the resolutions in the resolution list can be edited using the pencil icon in the top right-hand corner. Otherwise, the user must return to the original minutes to make changes to the original text.
If Notes in text is active, an icon appears on the right in the text field that can be used to enter notes. Notes are purely internal and are not displayed in the PDF printout.
If Image for new entries is active, new text entries appear directly with an image container. If the function is deactivated, image containers can still be used for individual text entries.
If Highlight links in text is activated, all links (beginning with https:// and http://) are highlighted in blue and underlined.
Create PDF
If Include attachments in minutes is enabled, the PDF attachments will be added directly to the minutes when the PDF is generated. If the function is disabled, the attachments will be sent as separate files in the email. Only PDF attachments can be added directly to the minutes.
If you want to use PDF/A, you can activate this function. The PDF minutes will be converted to PDF/A, provided there are no transparent elements. PDF/A complies with ISO standard 19005-2:2012 (PDF/A-3) and is used for long-term archiving.
Forwarding
If Send ICS calendar file is enabled, a calendar file will be sent along with the minutes for the next meeting or the invitation.
If Shorten cloud links is enabled, the cloud links to the minutes will be shortened.
For example, to http://link.realview.ch/16d88915-f173-4dc7
External access
If external access is active, meeting participants can access and read the minutes via a web link and work through assigned tasks.
Security
To increase security for users and their logins, two-factor authentication can be enabled. You can choose whether this should apply only to superusers or to all users.
If this function is active, the users concerned must have stored a mobile phone number in your program administration.
Default location for minutes
The local storage location allows you to select a folder in which the logs are automatically stored when sent.
If the Do not create subfolders at the storage location function is deactivated, a subfolder with the log number and log series is created for each session or log.
Default file name
For the minutes, invitation, list of pending items, and list of resolutions, a standard file name can be set or created, which is generated automatically. Placeholders can be used to assist with this:
- {yyyy} - four-digit year
- {yy} - two-digit year
- {mm} - two-digit month
- {dd} - two-digit day
- {MinutesNumber} - minutes number
- {MinutesType} - minutes type, name of the minutes
- {DocumentName}
- {ProjectNumber} - Project number
- {ProjectName} - Project name
- {ProjectLocation} - Project location
- {ProjectAbbreviation} - Project abbreviation
- {InitialsCreator} - Initials of the log creator
Shipping text access data
Here you have the option to set the text for sending the access data. You can see how users are created and the access data is sent in the user management.
You can use the following placeholders for the access data:
- @@Salutation@@ - To ensure an inclusive and gender-neutral address, we use the greeting Hello
- @@Name@@ - Inserts the user's first name
- @@Email address@@ - The user's email address, which is also used as the username.
- @@Password@@ - The user's password.
More
Under More, you can see the maximum number of users available to your company. You can also view the expiration date of your database, if available.
The status analysis can only be activated by REΛLVIEW. For more information on the status analysis in REΛLVIEW, see Status analysis or contact support.