Documents Tab User Preferences
The Documents tab contains all of the documents, forms and correspondence that relate to a particular matter. In the Documents tab user preferences you can set whether your default view of the tab is in Tree (folder) view or Flat (chronological) view plus set the default document and message previews. You can set the user preference for this option by either:
- Going to the Options window in the Documents tab (single user change); or
- Going to the User Preferences setting in the Preferences settings accessed via the Tools option in the top menu (multiple user change)
1. Via the Documents tab Options (for single user changes)
If you want to set just your Documents tab user preferences, you can use the User Options interface accessed via the Documents tab on any matter.
1.1. Go to the Documents tab
First you will need to open a matter (it can be any matter) and then go to the Documents tab.
1.2. Go to the View subtab and click Options
Next click on the View tab and the clik on the Options button.
1.3. Set your Default View Preference
The user Options window will now appear. From the Default View dropdown, select whether you want to set the default view of the Documents tab to either Flat View or Tree View. Click Save and Close to save your settings.
1.4. Set the Default Preview View
The default Preview View dropdown lets you set the default size of the document and received messages preview window. "As tall as possible" will set the preview window to open the full length of the screen whereas "As tall as the client window" will set it the length of the Client Detail window.
1.5. Set the Default Send Message View
The default Send Message View dropdown lets you set the default size of the new Messages window. "As tall as possible" will set the window to open the full length of the screen whereas "As tall as the client window" will set it the length of the Client Detail window.
1.6. Set the Message Reply Options
The Message Reply options allow a user to set whether, when replying to a Portal Message, the original message remains open or is closed when you click reply.
1.7. Set the Default Signature
The Default Signature setting allows users to set a default signature to appear on new messages and replies. For instructions on how to create and set a default signature for a user please see: How to set up a default Message Signature
2. Via the main Preferences window (for multiple users at once)
If you want to change the default preference for multiple users at once, you can do so via the main User Preferences system.
2.1. Login as Administrator
To edit multiple users at the one time, you will need to first login as the Administrator.
2.2. Go to Tools > Administrative > Preferences
To open the program and User preferences, in the top tool bar go to Tools > Administrative > Preferences
2.3. Go to User Preferences
When the Preferences window opens, click on the User Preferences tab and then scroll until you reach the option for editing the Document tab default view. Use the dropdowns to set the default preferences on a per user basis.
2.4. Click Save & Exit
To finish, click Save & Exit.