Before you can create a document/e-mail, etc. you will have to select the default author so the system 'knows' which sender details to use in your correspondence. If your author details are in the system, you will only have to select them. If not, you will have to create a new author profile. Read how to do this here..
Selecting the default author
Step 1
Open the main menu and click on Author (this is sometimes called Employee, depending on your organisation's settings):
An overview of all the authors in the system now appears.
Step 2.
Select your name and click on OK.
Note: The list contains a maximum of 50 records. If necessary use the search box to narrow down your search.
After having selected the author, it will appear at the bottom of the main menu.
Note Beside the default author, you might also see a default unit or organisation. (BlueOrange Ocean in the above example)
If the heading Unit or Organisation is visible, but has no entry, you will need to link a unit/organisation to the author. Read here how this is done.
Selecting the default author with the web portal
Step 1. In the webbrowser go to you portal of your organisation (subscriptionname.eformity.net).
Step 2. In the main screen click on icon of the person in above right.
Step 3. Click in the menu on the right on Author (This can also be named Employee. This is dependant on the settings of the organisation):
Step 4. Choose the name of the employee and click on Select.
You can use the seachbar to find the name. The list can display 50 record.
After you selected the employee this will show in the right window:
When the standard employee is selected, the organisation is also selected (Blue Orange Ocean in the above example).
If the organisation is blank, then this means the current employee is not connected to an organisation. You can choose an organisation when clicking on the field. Even if the organisation filled in is th wrong one, you can change it. How to do this is explained in the article: Medewerkers aanmaken/wijzigen.