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| - | In the Setup menu, the Metis Smart Quotes user can manage settings and default values associated with the application.
| + | {{MetisTitle |
| | + | | METIS SMART QUOTES |
| | + | | Metis Smart Quote consists of the following main menus: |
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| - | Clicking on the '''Setup''' button displays a menu with the following options:
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| - | * [[#User Data | User Data]] | + | * [[Description of the Menu Open | OPEN]] |
| - | * [[#Change Language | Change Language]] | + | * [[Description of the Menu Project | PROJECT]] |
| | + | * [[Description of the Menu Design | DESIGN]] |
| | + | * [[Description of the Menu Price | PRICE]] |
| | + | * [[Description of the Menu Notes | NOTES]] |
| | + | * [[Description of the Menu Documents | DOCUMENTS]] |
| | + | * [[Description of the Menu Order | ORDER]] |
| | + | * [[News | NEWS]] |
| | + | * [[Description of the Menu Exchange | EXCHANGE]] |
| | + | * [[Description of the Menu Addresses | ADDRESSES]] |
| | + | * [[Description of the Menu Setup | SETUP]] |
| | + | * [[Description of the Metis Smart Quotes Button | MSQ FEATURES]] |
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| - | These options are described below.
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| | + | Each menus are described in their respective sections. |
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| | + | * [[Metis_Smart_Suite_-_License| Licence]] |
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| - | == User Data ==
| + | * [[Metis_Smart_Quotes_-_LogIn| Log In]] |
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| - | Upon clicking on the User Data option, the User Setup window opens. This window contains the following tabs:
| + | * [[Metis_Smart_Quotes_-_Layout| Graphical User Interface]] |
| - | | + | |TOOLBAR : [[Metis_Smart_Quotes_-_123| 1-2-3 ]] - [[Metis_Smart_Quotes_-_Addresses | Addresses]] - [[Metis_Smart_Quotes_-_Setup | Setup]] - [[Metis_Smart_Quotes_-_MetisSmartQuotes | Metis Smart Quotes]] |
| - | * [[#User Data | User Data]] | + | |
| - | * [[#Parameters | Parameters]]
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| - | Each tab is described below.
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| - | === User Data ===
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| - | The User Data tab lists the information regarding the Smart Quotes user who is currently logged in, as shown in the following example:
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| - | [[File:MetisSmartQuotesSetupUserDataTab.png|center|800x700px]] | + | |
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| - | Most of the information consists of the user's personal data and data related to his/her office's location. These pieces of information are generally defined by default by the administrator. Depending on the rights granted by the administrator, the Smart Quotes user may edit some or all pieces of information. In this case, the changes made by the Smart Quotes supersede the administrator's settings.
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| - | === Parameters ===
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| - | The Parameters tab allows the Smart Quotes users to define his/her preferences, as shown in the following example:
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| - | [[File:MetisSmartQuotesSetupParametersTab.png|center|800x700px]]
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| - | The following table describes the available settings:
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| - | {| style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5"
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| - | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Setting
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| - | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description
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| - | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Price Category
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | The default price category used for all new offers
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | An entry from a pre-populated drop-down menu
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Variant
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | The default variant used for all new offers
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | An entry from a pre-populated drop-down menu
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Default project search period (in month)
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | The default start date to be used for the project search window. The value is in months. The start date is calculated based on the current date (e.g.: if the value has been set to 12 and the current date is the 07.06.2011, the start date will be 07.06.2010)
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 5 characters
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Default offers search period (in month)
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | The default start date to be used for the offer search window (see the explanations for the "Default project search period (in month)" setting above).
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 5 characters
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | Single Sign On
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | To automatically launch Smart Quotes without the need of typing in the credentials in the login window
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | Yes or No
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| - | |}
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| - | These settings have an influence on the following parts of Smart Quotes:
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| - | [[File:MetisSmartQuotesSetupImpactOpenProject.png|center|800x700px]] | + | |
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| - | [[File:MetisSmartQuotesSetupImpactOpenOffer.png|center|800x700px]] | + | |
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| - | [[File:MetisSmartQuotesSetupImpactNewOfferWindow.png|center]] | + | |
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| - | {{Video
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| - | | <mediaplayer width='400' height='300'>File:Defining_a_default_price_category_and_variant.mp4</mediaplayer>
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| - | | How to define a default price category and variant.
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| | }} | | }} |
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| - | {{Video
| + | == How to? == |
| - | | <mediaplayer width='400' height='300'>File:Activating_Single_Sign_On.mp4</mediaplayer>
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| - | | How to activate the single sign on.
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| - | }}
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| - | | + | * [[How_To_Use_Metis_Smart_Quotes | Metis Smart Quotes - How To Use Metis Smart Quotes Features?]] |
| - | == Change Language ==
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| - | This option allows the Metis Smart Quotes user to select the language of Smart Quotes, as shown in the following example:
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| - | [[File:MetisSmartQuotesChangeLanguage.png|center|850x750px]]
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| - | The '''Change Language''' menu option shows a list of languages that have been made available by the administrator. The language with a green checkmark before it is the current language in use. Changing a language is done simply by clicking on a different language.
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| | {{Note | | {{Note |
| - | | A maximum of four languages may be displayed in the '''Change Language''' menu option. | + | | The Metis Smart Modeling administrator is responsible for the contents and the options available to the Metis Smart Quotes users. Therefore and though most of the features are described in this manual, certain options in the program may not be available depending upon settings provided by the Metis Smart Modeling administrator. In this case, refer to your version administrator. |
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| - | {{Video
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| - | | <mediaplayer width='400' height='300'>File:Changing_Language.mp4</mediaplayer>
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| - | | How to change the language.
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| | }} | | }} |