Editing the Site Settings

You make changes which apply at a tenancy level from the Site settings page.

For example, you use the site settings page to set whether work items are shared by default in your tenancy.

Site Settings

You can edit the following site settings:

Template Settings

• Template Approval

Templates must have a live version before users can assemble documents. This setting enables you to set whether new template versions are automatically made live on upload, or must be made live by an administrator.

Work Item Settings

• Work Item Sharing

By default, new work items in Advance are set to be visible only to the work item owner and administrators. You edit this setting to enable new work items to be shared with members of the work group by default.

• Answer Files

When a user completes an interview, Advance generates an XML answer file of variable data. This setting enables you to choose whether to allow users to download answer files from Advance.

To edit the site settings

You must have a Site Administrator role to edit site settings.

1. In the Administration pane, click Site settings.
2. In the upper-right corner of the screen, click Edit settings.
3. Check the boxes to enable or disable the features as appropriate.
4. Click Save changes.