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How to Configure Library Settings

Library Settings control tenant-wide library elements and options. In order to access these settings, you must belong to a User Group with Tenant Admin privileges enabled. 

Please use care when making changes to these settings, as updates will impact all users.

By default, all organizations will inherit the tenant Library Settings while others can be overridden at the organization level. Details on how to override the Library Admin defaults can be found in this article: How to Create and Configure Organizations 

Article Topics

Accessing Library Settings

  1. Within the Documoto Admin Center, go to Library > Library Settings

Library Setting Controls

  • Enable / Disable: Each setting includes an enable / disable option represented as either a toggle or a button bar. 
  • Default: Default at the tenant level will inherit Documoto system defaults. System defaults for each setting are described in the following sections. 

Books and Pages Display

Below you will find a list of all of the available book and page display settings that can be configured for your tenant, along with information on system defaults: 

Setting Description System Default
Display TOC State Open

This setting allows you to set whether the Table of Contents should automatically be opened or not when a user opens a Book type media in the library. 

Note: Users can override this setting in the Account menu > Settings > Preferences.  

Default for this setting defaults the Table of Contents to be closed when opening a book in the Library

Default Parts List Layout

This setting allows you to set whether the default parts list layout in the Page Viewer in the library should be vertical (BOM on right) or horizontal (BOM on bottom). 

Note: Users can override this setting in the Account menu > Settings > Preferences. 

Default for this setting is equivalent to Vertical
Fixed Hotpoint Size

This feature enables a setting that sets all hotpoints to be the same size on all pages. 

Default for this setting is equivalent to Disabled
Override Hotpoint Scale

This allows you to customize the scale of hotpoints across all pages in the Documoto library.

This feature is typically used in conjunction with the Zoom Hotpoint to Canvas Size feature described below. 

This setting can be helpful to use if content is being published to Documoto with associated SVG images and no manual intervention (via Documoto Page Builder) is being used to resize hotpoints to the same size of callouts on drawings. The two settings together allow Administrators to normalize the size of hotpoints across all pages when there is a wide degree of variance between the callout sizes and interactive hotpoint sizes on diagrams. 

Default for this setting is equivalent to Disabled
Zoom Hotpoint to Canvas Size

This ensures that Documoto will take the image size into account when applying the Override Hotpoint Scale. 

Default for this setting is equivalent to Enabled
Hotpoint Zoom Behavior

When disabled, this allows you to set the callout zoom behavior to make the image stay at the current zoom level when clicking on the items in the BOM or a callout.

Default for this setting is equivalent to Enabled
Override SVG Opacity

When enabled, this setting allows you to change the opacity of the interactive hotpoint overlay over callouts in your diagrams. If you set this to 0%, all hotpoints in the library will be completely transparent (though users can still click on the transparent callout and there will still be interactivity between the BOM and diagram). 

Default for this setting is opacity at 100% (i.e. 0% transparency) 

Toast Notifications

Customers looking to customize the behavior and duration of their Toast Notifications when users add a part to their cart, can now do so within their tenant Library Settings.

As an Administrator, you can go to Admin > Admin Center > Tenant Administration > Library Settings to enable the feature, as shown below:

Refer to the below for an understanding of the available settings:

Setting Description System Default
Integers (1-10) Represents duration in seconds for displaying the Toast Notification when adding a part to your Shopping Cart. If you do not enable Toast Notifications, the system will display the message to 4 seconds
Integers (0) Toast Notification will not display when adding a part to your Shopping Cart.  

Home Page Settings

Below you will find a list of all of the available home page settings that can be configured for your tenant, along with information on system defaults: 

Setting Description

System Default

Default Help URL

This setting allows you to override the URL that users are directed to when they select Help from Account menu > Help

Note: See setting Show Help below if you would like to hide the Help button entirely

This setting will be disabled by Default if this setting has not been enable and a URL has not been provided.

 

Show Help When enabled, this setting enables the Account menu > Help link

If a URL has not been identified in the setting above, Show Help will be hidden by Default.

Show News Items When enabled, this setting enables Account menu > News Items link and allows end users to view and access any News Items and Required Reading notifications you create in Admin Center > Library Admin > News Items  

Default for this setting is equivalent to Enabled

Show Recently Viewed When enabled, this setting enables Recently Viewed on the Documoto Library home page

Default for this setting is equivalent to Enabled

Show Recently Added When enabled, this setting enables Recently Added on the Documoto Library home page Default for this setting is equivalent to Enabled
Disable Library Banner Image When enabled, this setting disables the banner image on the Documoto Library home page Default for this setting is equivalent to Disabled

Item Details Settings

Below you will find a list of all of the available Item Details settings that can be configured for your tenant. 

Setting Description

System Default

Part Equipment Verification Banner

This setting displays a banner on the Item Details page for standalone Parts only, reminding users to confirm compatibility between the part and their equipment with a link to "Where Used"

Default for this setting is equivalent to Enabled

Auto-Hide Empty Cards

This setting automatically hides any empty cards - such as: Details, Related, Suggestions - on the Item Details page to reduce clutter and highlight available information

Default for this setting is equivalent to Enabled

Display Supplier on Part Info

This setting displays the Supplier on the Items Detail page for standalone Parts only. 

 Default for this setting is equivalent to Disabled.

 

Library Settings Support

If you have any questions about how you should configure your Library settings, please contact your Documoto Customer Success Manager or Support at support@documoto.com.