Support Central
Set and manage project-specific preferences
Besides the Aconex defaults, preference settings can be set at three levels:
As the Project Administrator, you can make changes to the Preferences settings for the projects your colleagues work on. By default, those changes will apply to all users in your organization who are working on that project.
If your organization is the project owner, the Project-wide settings apply to all users in all organizations on the selected project.
Note: Another Project Administrator in your organization may create settings for that project that override your preferences, so we recommend communicating all changes with your team.
To change most preferences, you need to start by unchecking the box in the Use Default Setting column on the Preferences page. Then, you can make changes in the Setting column.
Checking the 'Setting' box means that the setting is enabled. Unchecking it means that the setting is disabled.
To revert a setting back to the system default, check the box under the 'Use Default Setting' column. You'll see the Setting checkbox is greyed out and displays either checked (the setting is enabled) or unchecked (the setting is disabled).
If you click on the Project Preferences tab and the page is blank, it means you don’t have permission to change these preferences. If this is the case you should contact your Organization Administrator.
Select print shops lets you choose the print centers that users on this project in your organization can access.
Select default print shops lets you set the print centers that users on this project in your organization will be offered by default.
Select document types We recommend it is left at the default setting. Document types and statuses should be managed via Mail/Documents Role Settings. Project admins should lock mail and document types across all organizations.
Select document statuses We recommend it is left at the default setting. Document types and statuses should be managed via Mail/Documents Role Settings. Project admins should lock mail and document types across all organizations.
Update document register with transmittal attachments automatically (except workflows) ensures that your organization’s document register is automatically updated with documents transmitted outside of workflows for this project. Aconex recommends that automatic registration is always turned on, unless a procedure is put into place for the audit of all incoming documents (except workflows) by a document control team.
Update document register automatically upon receipt of workflow transmittals ensures that your organization’s document register will be automatically updated with workflows sent via transmittals for this project. Aconex recommends that automatic registration only be turned off when a procedure is put into place for audit of all incoming documents by a document control team.
On upload, mark all documents as confidential ensures that all documents users in your organization on this project upload to the register are marked as confidential by default. Use the setting below to set a list of users to have access to those confidential documents by default.
Create a default list of users for new confidential documents lets you create a list of users who will have access to new documents on this project that are marked as confidential. Those users will be automatically populated in the confidentiality list by default, but can be changed by users with permission to edit document confidentiality. You must have the setting On upload, mark all documents as confidential enabled for the default list to take effect.
Load search results on landing (Documents, Drawings, Temporary Files) Automatically search the Document Register when you open it. Changes to this setting take effect when you next log in. This applies to searching Documents, Drawings, and Temporary Files.
Rename files on download to include Document Number and Revision (eg: HJA-A-DRW-1000[B].pdf) select this to enforce renaming of downloaded files using both the Document and Revision numbers.
Set default time zone lets you set the time zone for your project if it’s different from your organization’s location.
Select mail types You can specify auto text for each mail type from this page. We recommend mail types are left at the default setting. Mail types should be managed by your Project Admin via Mail/Documents Role Settings. Project admins should lock mail and document types across all organizations.
Email address where mail can be sent as a backup lets you specify an email address to which you’ll have all mail for this project sent as a backup. If you don’t enter an address here, your mail won’t be backed up to an external address.
Include confidential mail in email backup lets you ensure that confidential project mail is also sent to the backup address you specified above. If you don’t select this setting, confidential mail won’t be backed up.
Configure mail signatures lets you create and edit plain text and HTML signatures that everyone working on your project can use. Note that users ultimately choose whether to use your organization’s signature, this signature, or a signature they’ve created themselves.
Configure mail auto text lets you create and edit text that all users on your project can select to insert into the mail they compose.
Automatically expand zip files received via email ensures that zip files emailed to the temporary files area are automatically expanded.
Set language for mail and document auto-numbering ensures that mail and documents are coded against different language systems for all users in your organization on the project.
Disclaimer text (appears on the 'Review Outcome Extended' Dynamic Stamp) enter any disclaimer text you want to be used automatically for the Review Outcome Extended stamp.
Project-wide password strength lets you choose from a pre-set selection of password strength and length options for users on this project.
Project-wide password access rule lets you choose from a pre-set selection of password expiry options for users on this project.
Note: These settings do not apply to Lobby accounts. Lobby account passwords expire after 45 days. See How often do I need to reset my Lobby account password?
Project-wide session time duration lets you choose how long users’ web browsers can be idle before they’re automatically logged out of Aconex.
Restrict participants’ Directory view to their own organization and the Project Owner lets you restrict the visibility of users’ details in the Project Directory. This setting can be useful during the tendering or bidding process.
Note that organizations in the LEFT column can see:
Organizations in the RIGHT column can see:
Select project invitation method lets you control how open or restricted access to your project is to external users.
Maintain review status when superseding documents ensures that when a user replaces a document with a newer version, the review status listed for the prior version of the document is maintained.
Allow files to be cached via Akamai network allows documents to be retrieved more quickly.
Enable project-wide auto-numbering of documents ensures this project’s documents are automatically assigned unique identification numbers.
Enable basic auto-numbering of documents this allows project collaborators to set their own document numbers. If document auto-numbering is enabled, so are the Lock mail and document types preference on the Project tab. This preference can’t be changed if document auto-numbering is enabled.
Note: Although you can use this functionality, because of the specific needs of your organization and projects, it is probably better if you use Document Numbering, as this can be customized more to your needs. If a project was started before 2012, document auto-numbering is not enabled by default. However, the project owner can enable it if necessary.
Configure default columns for Search - Registered Documents this is used to set up the searchable columns used for Registered Documents. Columns can also be removed and re-ordered as required. If a user saves a customized Search configuration, this will override the default column configuration for the current session. When the user logs out, Aconex returns to the default column selection and order. A Registered Document is one that has been uploaded to the Document Register and has all its fields data completed. Documents in the Temporary Register are not Registered Documents.
Configure default columns for Search - Temporary Files this is used to set up the searchable columns used for Temporary Files. Columns can also be removed and re-ordered as required. If a user saves a customized Search configuration, this will override the default column configuration for the current session. When the user logs out, Aconex returns to the default column selection and order.
Configure Default Profile for the project this sets a default upload profile for all users on the project.
Configure Filter Sequence and Default Pinned Filters for Search - Registered Documents arrange the order and set pinned filters for searching the document register.
Configure Filter Sequence and Default Pinned Filters for Search - Drawings arrange the order and set pinned filters for searching the drawings.
Configure default sorting order for search results set whether documents are sorted by document number, or date modified.
If you enable auto-numbering for a project, note that it does NOT follow project-prescribed numbering that is set up elsewhere your the system. Auto-numbering is NOT aligned to the project defined auto-numbering. Using Auto-numbering may negatively affect the order of documents in your docs register order, as well as the ability to find them. Basic numbering simply numbers documents by Type and Sequence number: it doesn’t not contain other information such as the name of the uploading organization or discipline.
Disable overdue workflow and workflow step notifications stops overdue workflow notifications from being sent to any user on the project. Overrides the organization-level setting.
Configure default columns for Search – Workflows this is used to set up the searchable columns used for Workflows. Columns can also be removed and re-ordered as required. If a user saves a customized Search configuration, this will override the default column configuration for the current session. When the user logs out, Aconex returns to the default column selection and order.
Lock mail and document types across all organizations so only the project owner can change these settings prevents project participants from changing this project’s mail and document settings within their organization. We strongly recommend leaving this setting enabled (as default) to keep the document/mail types standardized for the project.
Allow markups to be imported between parallel steps during a parallel review allows markups to be shared to parallel reviewers.
