Preferences

To edit preferences for your documents tab:

1. Click your "Documents" tab.
2. Click your white "Preferences" link located near the top of your page.
3. From here you can:
   • adjust the default access permissions for newly created clients by selecting your default from your drop-down menu labelled "Client Defaults"
   • adjust the default access permissions for newly created staff by selecting your default from your drop-down menu labelled "Staff Defaults"
   • toggle whether or not clients are allowed to create new folders by clicking your check box labelled "Client Permissions"
     
4. Click your Save button at the bottom of your page to finish or click your Restore Defaults button to change all values back to their defaults.
   

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.