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CardExchange® Producer Help

 

The Configuration tab is organized in different groups with specific functionality.

 

CE_Main_Interface_Ribbon_Configuration1

 

Group

Function(s)

Description

Options

Advanced Options

Opens the Advanced options window

Loaded cards

Card manager

Opens the Card Manager Window


Cards

Select available cards from the drop down menu


New card

Select to create a new card-template


Export templates

Exports a complete template including database connections, etc.


Import templates

Imports templates including database connections, etc.


Duplicate template

Duplicates an existing template

Selected Card

Card designer

Opens the Designer in configuration mode to edit the template


Database setup

Opens the existing Database connection to make changes

Authorizations

Data folder sharing

Configure data folder sharing for Business and Enterprise editions


Account setup

Opens the wizard to create groups and users


Enable logins feature

Enables functionality to use log in's