Setting Document Options for Business Units

Do the following to configure the Document options for a business unit:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Organizational Units on the navigation panel.
3. Select the Business Units tab.
4. Select the business unit to configure options for, and then click Open.
5. Click Document in the navigation panel.
6. Expand the Managed folder templates section, and then select the folder template to use for the storage area. See Subscribing to a Folder Template for more information.
7. If needed, edit the folder structure for the office using the buttons in the Folder preview section.

   Option	Description
   Add Custom Folder	Creates a new custom folder in the selected folder.
   Rename Custom Folder	Opens the window where you can rename the selected custom folder.
   Delete Custom Folder	Permanently removes the selected custom folder.
   Change Custom Folder Color	Opens the Select folder color window so you can apply a color to the selected custom folder.

8. Expand the Extended folder templates section, and then select the folder template to use for the extended storage area. See Subscribing to a Folder Template for more information.
9. If needed, edit the folder structure for the office using the buttons in the Extended folder preview section.

   Option	Description
   Add Custom Folder	Creates a new custom folder in the selected folder.
   Rename Custom Folder	Opens the window where you can rename the selected custom folder.
   Delete Custom Folder	Permanently removes the selected custom folder.
   Change Custom Folder Color	Opens the Select folder color window so you can apply a color to the selected custom folder.

10. If needed, expand the Email Encryption Key section so you can email the encryption key to staff members you select. See Managing and Sending Encryption Keys for more information about using encryption keys.
11. Click one of the Save buttons or Cancel.

    Button	Description
    Save	Saves the changes and leaves the window open. This allows you to edit the current entries or perform additional work in the same window. An error displays if you click this button before entering all required information.
    Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
    Cancel	Exits the window without saving your changes.