General

    From here you can update date format, custom email, first asset ID etc.


    General setting

    API Permissions

    This setting will work if sharepoint API is enabled, you can configure it by visiting General-Setting.

    API Permission

    Currency

    From here, you can select the type of currency from the dropdown. Click on the Save button.

    currency

    Date Format

    From here, you can select the date format from the dropdown. Click on the Save button.

    date formate

    Asset ID Prefix

    Asset ID Prefix specifies the letter prefix for the generated Asset ID.

    Asset ID

    First Asset ID

    The asset ID is the unique number that will start after you have entered the asset.

    Note: Please be sure to enter the number with at least 3 digits.


    First ID


    Email Template

    You can modify the email notification format for both assigned and returned assets by following these steps:
    1. Navigate to the Configuration section in the side panel.
    2. A Custom Email page will open, where you can personalize the email content.
    3. To customize the email body, simply click on the Action button and make the desired changes.

    email template

    Clicking on the Action button will open a panel where you can edit the email's body, subject, and other details. Once you've made your changes, click Save to apply them.

    email template

    Email Notifications

    Clients could set up email notifications for assigned or on return assets. You can also setup reminders through email notifications for asset expiry and return date of the assets.

    email notification

    Default setting, “To users on assigning assets“ is enabled and receives the email notification. Enter the email ID and click on submit button, both the admin and the entered email ID’s would receive an email notification on assigning assets to the users.

    Default setting, “To users on returning assets“ is enabled and admin receives the email notification. Enter the email ID and click on submit button, both admin and the entered email IDs would receive email notification on returning assets from the users.

    By default, “To groups on assigning assets“ is enabled and admin receives the email notification. Enter email ID and click on submit button, both admin and the entered email IDs would receive email notification on returning assets from the group.

    By default, “To groups on returning assets“ is enabled and admin receives the email notification. Enter the email ID and click on submit button, both admin and the entered email IDs would receive email notification on returning assets from the group.


    Email Reminder or Enable Automatic Reminders


    By default, “Enable Automatic Reminders” is enabled, admin would receive email notification regarding the asset expiry date and returning assets of the users based on days entered in settings.

    Here the person will receive an email notification whose email ID(s) are entered in the “Choose Email Address” box. You can add up to 4 emails (IDs) in choose email ids separated by “;” without space.

    When you enter the number as day for “Set Return date Reminder” and click on submit, email notification would be received before the number of days entered to the return date. When you enter number as day for “Set Expiry / End date Reminder 1” and click on submit, email notification would be received before the number of days entered to the expiry date of the assets.

    Similar way “Set Expiry / End date Reminder 2” will works.

    The person who install the application, by default is an admin, such person will receive email notifications and email reminders.

    Naming Conventions

    Within the Naming Convention feature, you have the option to easily modify the name of the field itself and then save your changes by clicking on the "Save" button.

    email notification

    Show Favorite Icon

    The favicon is shown on the left side of the browser tab, making it easy for users to identify the website. If the toggle is turned on, the icon will be displayed; otherwise, it will not appear.

    currency

    Hide organisation name from asset details

    Clicking on Hide Organization Name From Asset Details will open a panel with a toggle. When this toggle is switched on, the organization name will be hidden.

    currency

    As shown in the image below, when the toggle is off, the organization name will not be hidden.

    currency

    When the toggle is on, the panel will hide the organization name. As shown in the image below, the organization name is replaced with another.

    currency

    Hide user name and user location from asset details

    Clicking on Hide User Name And User Location will open a panel with a toggle. When this toggle is switched on, the information of the user will be hidden.

    currency

    As shown in the image below, when the toggle is off, the user location and user departmnet will not be hidden.

    currency

    When the toggle is on, the panel will hide the user location and department. As shown in the image below, the user name and location is replaced with another.

    currency