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You can change the specified folder where client or contact documents are stored or create a new documents folder where they will be stored.

(AE) This is only available if you are using the Windows Explorer view.

(AO) No security settings are employed to prevent team members from adding, editing and deleting documents. Your practice must set the appropriate security for the documents folder on the network.

To change the documents folder
  1. Find and open the client, contact or supplier.

  2. Click the Documents tab. All the documents and document folders are displayed in the list.

  3. Click Change documents folder in the Tasks bar. The Change documents folder window opens.
    The Client name field is automatically filled with the client, contact or (AE) supplier name.

  4. Click the ellipse button on the Client documents folder field. To find and select a folder from the Browse For Folder window. Alternatively, click Make New Folder to create a new folder for the client‘s, contact’s or (AE) supplier’s documents.

  5. Click OK. The Browse For Folder window closes and the selected folder is reflected in the Client documents folder field.

  6. Click OK. The Change documents folder window closes and the location of the documents folder is changed. The folder location is displayed at the bottom of the Documents tab.

To modify document paths (AE)

Once you have changed the documents folder you can:

  1. Modify the Document Startup Path for your practice:
    1. Select Maintenance > Documents > Mailing Settings on the main menu. The Mailing Settings page opens.
    2. Select a new location for the Document Startup Path field. Use the ellipse button to find and select the appropriate location.

      Changes to the Document Startup Path will not affect existing client and their document folders. The changes will only apply to new clients.

  2. Modify the Templates Path for your practice:
    1. Select Maintenance > Documents > Mailing Settings on the main menu.The Mailing Settings page opens.
    2. Select a new location for the Templates Path field. Use the ellipse button to find and select the appropriate location.
  3. Modify the Client or Contact Algorithm for your practice:
    1. Select Maintenance > Documents > Document Creation Settings on the main menu.The Document Creation page opens.

    2. Enter a new value in the Contact Algorithm or Client Algorithm field.

Changes to the Client or Contact Algorithm will not affect existing clients and their document folders. The changes will only apply to new clients.