System Settings - Documents
Simplified menu - Click Settings, System Settings
Standard menu - Click Settings, System Settings
Classic menu - Click System, System Settings
Use the Documents tab in System Settings to enable and configure the Document Management feature, which organizes folders and documents related to clients and matters.
Click the Documents tab, click Edit , then click Automatically Create Client/Matter Document Folders in and select the folder in which you want to create top-level client folders. An individual folder will be created for each client/matter in the location specified. You may want to first use Windows Explorer to create a folder called Client Folders, and then select this folder when prompted. A folder is automatically created for clients/matters opened after enabling this option.
Select Allow Users to Delete Documents and Folders if you want to allow users with user levels other than 1 - Administration to delete client documents and folders. If this option is disabled, only users with user level 1 will be able to delete.
Select Allow Users to Move Documents and Folders if you want to allow users with user levels other than 1 - Administration to move documents. If this option is disabled, users will be able to copy documents only.
Click Save .
Tip: Don't save your documents in the same folder in which the program is located. If you accumulate a large number of documents, the program's backup will take longer to complete. Instead, save your documents in a separate location.
System Settings - Control Accounts
System Settings - Tax Settings