Managing Document Options for a Client

You can set Document-specific options for a client in Client Manager. You can specify:

  • The folder template to use for storing the client's files
  • Custom folder options in the folder template

NoteSee Adding a New Client for instructions on creating a client.

To configure Document options for a client, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
  2. Select the check box for the client, and then click Open in the Edit group on the Home ribbon. You can also right-click the client and select Open.
  3. Click Document on the navigation panel.
  4. In the Managed folder templates section, select a folder template to use. See Subscribing to a Folder Template for more information.
  5. If needed, edit the folder structure for a storage area using the Closedcustom folder buttons.
    OptionDescription
    Add Custom FolderCreates a new custom folder in the selected folder.
    Rename Custom FolderOpens the window where you can rename the selected custom folder.
    Delete Custom FolderPermanently removes the selected custom folder.
    Change Custom Folder ColorOpens the Select folder color window so you can apply a color to the selected custom folder.
  6. The Encryption key box is a non-editable entry that displays once a client profile has been created and saved. You can email the encryption key to other users, if necessary, by clicking Email Encryption Key and entering the required information in the window that displays.
  7. Do one of the following to save your changes:

    ClosedSave a single client.

    ClosedSave multiple clients selected individually.