Setting Document User Options

You can use the Document tab in the User Options window to specify how Document handles common tasks. These options apply only to your installation of Document. Other users can select different options.

To set your Document user options, do the following:

1. Open Dashboard.
2. Click User Options on the navigation panel.
3. Select Document.
4. Select your preferred settings in each of the following sections:
•  Drag-and-drop

Select how each file type should be handled when files are dragged into Document. The available options vary by file type.

Note: These options are available only if your firm selected the option for items to be added automatically in the Drag-and-drop section of the Document > Configurations window.

When to drag a file to a client entity on Document Central

• Always Publish - Will publish the file

• Never Publish - Will not publish the file

• Prompt to Publish - Will prompt the publish to Portal  window

• Check-in file.

Select how Document should respond when you direct-edit and then close a file. The options are:

• Automatically check in the file. Document uploads the file immediately without displaying the check-in window.
• Always prompt to check-in the file. Document asks you if you want to check in a file when you close it.
• Prompt to check-in only if the file is changed. Document asks if you want to check in a file if you have edited it. Otherwise, the file is checked in automatically when you close it.

Tip: We recommend selecting the option to automatically check in the file. This option helps ensure that your edits are saved to Document and reduces the number of steps you must perform to check in a file.

• File upload delete option

Select what Document should do with a file on your workstation after it is uploaded to Document. The options are:

• Prompt me to delete. Document asks if you want to delete files from your workstation after they are added to Document. You can choose to delete the file or to leave it on your workstation.
• Always delete. The system automatically deletes files from your workstation after they are uploaded to Document.
• Never delete. Files that are successfully uploaded to Document are left on your workstation.

Tip: We recommend selecting the option to always delete the file. This option helps ensures that the wrong copy of a file is not edited or shared.

• Check-out or direct edit files

Select how Document should handle these specific check-out and direct edit situations:

• When I direct edit or open Microsoft® Excel® files. Select how you want Document to react when you open multiple Excel^® files in the same session.
  • Always open files in a new instance of Excel. Each Excel^® file you open from Document is opened in a separate instance of Excel^®.
  • Always open files in the same instance of Excel. All of the Excel^® files you open from Document are opened in the same instance of Excel^®.
  • Prompt me to open files in a new instance of Excel. Each time you open an Excel^® file from Document, you can choose to open the file in the same instance of Excel^® or in a new instance.
• When filenames or file paths are too long for file check-outs, store my checked-out files in this location. By default, checked out files are stored in your My Documents\Drafts folder. Occasionally, Document cannot use this folder because of limitations in Microsoft^® Windows^® on the number of characters in a file path. If you enter an alternate check-out location here, Document will use that location if it encounters a file path that is too long.

Note: If you enter an alternate location in this box, Document will not prompt you for a location again unless that file path is no longer valid.

5. Click OK.