You can create a paperless file system on your network for your VO clients.
Important Note:
Before proceeding with this process, go to Management > Clients from the left menu. Clean up the list of clients by deleting or editing the clients. The Company Name of each client will be used to build the Network File System.
Select Management>Paperless Config from the left menu or lower Management section.
Click the Network File System tab.
The Path field will default to "C:\Clients\%company%\%category%\%yyyy%". This path can be updated to reflect the desired drive on your computer.
Click the Batch Create or Update Network File System link. This will take the user to the Network File System page.
Click the blue Continue button at the bottom of the Network File System page.
The File Download Utility will display the Create File Cabinet window with a list of clients. Click the blue Create button. This will build the Network File System.
The Network File System folders can be found on the drive designated in the path field. See the example below:
Comments
0 comments
Article is closed for comments.