---
title: Negotiation protocol | Settings
description: Learn how to use the negotiation protocol.
---

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# Negotiation protocol | Settings

## Learn how to use the negotiation protocol.

The settings can only be adjusted by a superuser.

This means that adjustments can be made to individual award protocols. For general changes, the adjustments should be made in the template.

### Visibility[#](https://support.realview.ch/en/wissensdatenbank/protokoll-vergabeprotokoll-einstellungen#sichtbarkeit)

If another project is selected in **Protocol in project**, the award protocol is moved to this project. You can see how to copy the assignment log under Overview.

You can also **restrict the log series**. If you use this option, only the selected persons can view and edit this log – other project participants will not be able to see the log. **Superusers can always see all projects and logs.**

**![](https://support.realview.ch/hs-fs/hubfs/image-png-Jun-04-2026-02-13-18-5738-PM.png?width=670&height=408&name=image-png-Jun-04-2026-02-13-18-5738-PM.png)**

 

 

### Print

If **Text indentation at third level** is active, item numbers with three or more digits (3.2.1) are indented by approx. 4 mm.

If **Print empty agenda items** is active, agenda items are also printed if they do not contain any text entries.

If **Mark links in text** is activated, all links (beginning with https:// and http://) are marked in blue and underlined. In a second step, you can **shorten the links in the text**.  
*For example https://link.realview.ch/345kdE8i*

Can be activated to mark a protocol as a **preliminary draft**.

If **Include attached attachments in report** is enabled, the PDF attachments will be added directly to the report when the PDF of the report is generated. If the function is disabled, the attachments will be sent as separate files in the email. Only PDF attachments can be added directly to the report.

If you want to use **PDF/A**, you can activate this function. The PDF log will be converted to PDF/A, provided there are no transparent elements. PDF/A complies with ISO standard 19005-2:2012 (PDF/A-3) and is used for long-term archiving.

 

### Sorting

*No settings currently available*

 

### Filename

If this function is active, you can choose your own file name, which will be generated automatically. Placeholders can be used to help you:

- {yyyy} - four-digit year
- {yy} - two-digit year
- {mm} - two-digit month
- {dd} - two-digit day
- {logNumber} - log number
- {ProtocolType} - protocol type, name of the protocol
- {DocumentName}
- {ProjectNumber} - project number
- {ProjectName} - project name
- {ProjectLocation} - project location
- {ProjectAbbreviation} - short name of the project
- {CreatorInitials} - initials of the protocol creator

 

### Forwarding

If **Send ICS calendar file** is enabled, a calendar file will be sent along with the minutes for the next meeting or the invitation.

You can choose whether people with the **distribution list category** are added to the email in **CC or CC**.

If **customised text** is enabled, you can enter a customised text for the invitation and the minutes. If this function is deactivated, the sending text from the program settings is automatically used.

 

### More

If **Renumber text when copying** is active, the position numbers of the text entries are reset to 1 when copying to a new log.

The language of the log author is automatically set as the **log language**. This can be adjusted for each log. The user language can be adjusted in the Programme Management.

Individual **log series** can be **archived**. In the project settings, you also have the option of archiving an entire project.

If **Copy attachments** is enabled, the attachments will also be copied when the log is copied.

With the **local storage location**, you can select a folder in which the logs are automatically stored when they are sent.

If the **Do not create subfolders at the storage location** function is deactivated, a subfolder with the log number and log series is created for each session or log.

This log is used as a **template** and can be copied to another log series. Templates can only be created and edited by a superuser.

 

- [Written instructions](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#main-content)

    - [Startseite](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#startseite)
    - [Baulogistik](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#baulogistik)
    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#protokoll)
    - [REALVIEW App](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#realview-app)
    - [Projektraum](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#projektraum)
- [Tips & Tricks](https://support.realview.ch/en/wissensdatenbank/tips-tricks?hsLang=en#main-content)

    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/tips-tricks?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/tips-tricks?hsLang=en#protokoll)
- [Interfaces](https://support.realview.ch/en/wissensdatenbank/interfaces?hsLang=en)
- [Import Templates](https://support.realview.ch/en/wissensdatenbank/import-templates?hsLang=en#main-content)

    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/import-templates?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/import-templates?hsLang=en#protokoll)
- [Updates](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#main-content)

    - [Claris FileMaker](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#claris-filemaker)
    - [Baulogistik](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#baulogistik)
    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#protokoll)
- [Error messages](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#main-content)

    - [Claris FileMaker](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#claris-filemaker)
    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#protokoll)

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