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

Note: See 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 custom folder buttons.

   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.

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:

   Save a single client.

   Button	Description
   Save	Saves the changes and the window stays open for editing.
   Save & New	Saves the changes and opens a new window to create a new client entry. This option is available only when you are creating a new client entry.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.

   Save multiple clients selected individually.

   Button	Description
   Reset Profile	Reverses any edits you have made to the current client entry without exiting the window. The button is available when you have made changes to the profile.
   Save & Previous	Saves your changes to the current record and moves you to the previous record.
   Save & Next	Saves your changes to the current record and moves you to the next record.
   Save & Close	Saves your changes and exits the window.