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The Options Window

You can use the Options window to configure specific settings for CDM. You can access the Options window from the File tab.

The following options are available:

General

Displays options including:

  • Language
    The ability to choose language used in the application.
  • Allow alerts to be displayed when working with Excel report objects
  • Show informational hints throughout the application
  • Register Certent CDM Protocol
  • Report Object Double Click Action
    The ability to select if you want a report object that is double-clicked to be opened in Preview or Edit mode.
  • Include Certent CDM support files during generation
    To enable the saving of temporary files during generation.
  • When Changing Workflow State > Allow custom email notification message
  • When Generating Snapshots > Use Custom Folder for Snapshots
    To choose a folder for snapshots.
  • Globalization options
    You can select if you want to use CDM in a language that is read from right to left, such as Arabic or Hebrew.

    Important: The option to register the CDM protocol must be enabled if you want to open an object from an email notification.

Servers

Displays the CDM application servers that you can connect to. You can add, edit, remove, or change the default server on this tab. You can also test the connection to the selected application server.

Quick Access Toolbar

Displays all available commands from different menus and tabs that you can use to customize your Quick Access toolbar.

Resources

Displays detailed system information as well as the CDM and CDM XBRL client and application server versions. You have the option of copying this information to your clipboard for your reference or if you need to contact support.

Office Addins

Displays the Office add-ins enabled in CDM.

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