Article: KB-UTLFLDS

Module: WTX_Admin.exe

Build: 9.0.xxx (And Later)

To ensure that WordTricks is adaptable yet easy to maintain, the body of WordTricks program source code is as standardized as possible for all client installations. But occasionally there are some adaptations that need to be made in the product.

These adaptations are usually triggered or controlled using the Utility Fields in the WordTricks Firm Database.

Standard WordTricks Utility Fields

These are the currently used Standard WordTricks Utility Fields. Others are added as needed, so check this article again for later updates.

In addition, the Utility Fields can be used for client specific needs.

New User Wizard - Firm-Wide Restrictions

Database Table: FirmInfo

Fields: UtilityText1, UtilityText2 or UtilityText3

Value: "UserWizard=0 [1,2]"

Setting UtilityText1, UtilityText2 or UtilityText3 to "UserWizard=0" changes the behavior of the WordTricks Menu so that the Admin Button (Swiss Army Knife) does not appear.

Setting UtilityText1, UtilityText2 or UtilityText3 to "UserWizard=1" does not modify the Menu, but restricts the User Wizard from adding new users to the system.

Setting "UserWizard=2" is the default behavior and allows the Wizard to both Add and Update user information.

NOTE: This affects all users in the firm.

Graphic Signature

Database Table: Authors

Field: UtilityBool1

Value: "True"

Setting UtilityBool1 = "True" (a text field) will cause the "Include Graphic" on the signature block to be enabled.

However, in order for graphic signatures to work, there must be an AutoText entry in one of the available templates (usually Firm.DOT) that contains the graphic. The AutoText entry must be named ".authorname" (period preceding a valid author name.)

Signature Enclosure Text

Database Table: Authors

Field: UtilityText1

Values: Enclosure="Text for Enclosure" and/or Enclosures="Text for Enclosures"

Setting UtilityText1 to Enclosure="Text for Enclosure" and/or Enclosures="Text for Enclosures" causes the signature block to use alternate text for the Enclosure/Enclosures.

Example: Enclosure="Encl." Enclosures="Encls."

Letter Header Underline

Database Table: Users

Fields: UtilityText1 or UtilityText2

Value: "LetterHeaderUnderline=False"

Setting either UtilityText1 or UtilityText2 to "LetterHeaderUnderline=False" will cause the Letter Header generator to default to the "With Underline" option unchecked.

Scheduled Contax Synchronization

Database Table: Users

Fields: UtilityText1, UtilityText2 or UtilityText3

Value: "CtxSync@hh:mm"

Setting either UtilityText1, UtilityText2 or UtilityText3 to "CtxSync@hh:mm" will cause the CTX_Sync.EXE utility to synchronize only at the specified hour each day.

NOTE: The time must be in 24 hour format. For example "CtxSync@22:30" will trigger synchronization at 10:30 PM.

Interaction Synchronization Time-out

Database Table: Users

Fields: UtilityText1, UtilityText2 or UtilityText3

Value: "Timeout=X"

Setting either UtilityText1, UtilityText2 or UtilityText3 to "Timeout=X", where X equals the number of seconds to wait, will cause the CTX_Sync.EXE utility to modify the connection timeout. This will lengthen/shorten the time it takes for CTX_Sync.exe to stop attempting to connect to the contacts database.

NOTE: Setting the timeout to a value larger than ten seconds will delay the time that CTX_Sync.exe would have responded if the contacts manager is not available.

Draft Stamp - Forced Option to Not Print Hidden Text

Database Table: FirmInfo

Fields: UtilityText1 or UtilityText2

Value: "DraftPrintHidden=False"

Setting UtilityText1 or UtilityText2 to "DraftPrintHidden=False" changes the behavior of the Draft Stamp.

Normally the Draft Stamp switches the "Print Hidden Text" option based on the user's preference. This option forces it to continually revert to "Do Not Print Hidden Text"

NOTE: This affects all users in the firm.

Remember to Update After Changes

Remember that changes like the ones listed above do not affect users until the WordTricks Start Utility has executed.

For testing purposes, use the Database Synchronize button (Green Circle) from the WordTricks Menu.