Adding a Non-client Entity

You can add files to Document for a non-client entity, just as you can for other entities, such as staff or clients. Use the following procedure to add and configure a non-client entity.

Note: Non-client entities are available only if your firm licenses Document. Your administrator must set up a non-client entity type in Administration Manager before you can create non-client entities.

  1. Open Dashboard, click Application Links on the navigation panel, and then click Non-client Manager under Clients.
  2. Click New > Non-client in the Create group on the Home tab or right-click a row in the grid and select New > Non-client.
  3. Enter information for the client on the ClosedGeneral tab.
  4. Click Address/Phone on the navigation panel, and then enter the Closedaddress/phone contact information for the non-client entity.
  5. Click Document on the navigation panel, and then select the folder template settings for the non-client entity.
    1. In the Managed folder templates section, select a folder template to use. See Subscribing to a Folder Template for more information.
    2. If needed, edit the folder structure for a storage area using the Closedcustom folder buttons.
      OptionDescription
      Add Custom FolderCreates a new custom folder in the selected folder.
      Rename Custom FolderOpens the window where you can rename the selected custom folder.
      Delete Custom FolderPermanently removes the selected custom folder.
      Change Custom Folder ColorOpens the Select folder color window so you can apply a color to the selected custom folder.
  6. Click one of the ClosedSave buttons or cancel.