Setting Folder Template Options for Non-client Entities

If your firm licenses Document, you can use the non-client entity type for entities that fall outside the standard entity types that are provided in CCH Axcess (such as firm, staff, and clients). Instructions for creating non-client entities is in the topic Adding a Non-client Entity. Use the procedure below to edit the folder templates options for your non-client entities.

1. Open Dashboard, click Application Links on the navigation panel, and then click Non-client Manager under Clients.
2. Select a non-client entity in the grid, and then click Open in the Edit group on the Home tab to display the Non-client Profile window.
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. Click one of the Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
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.