To give a NetStaff CS user access to Document Presentation files or to remove a user’s access to Document Presentation files, follow these steps.
- In the Admin tab of the navigation pane, click the Users link in the NetStaff CS section.
Note: If you don’t see this link, you don’t have access to this area.
- In the Users list, enter any part of the user’s name or login in the Find field, and click the user’s name. NetFirm CS displays the user’s information on the right.
Tip: Delete the entry from the Find field to view the full list of users.
- In the Permissions section, click the Enable button for Document Presentation.
NetFirm CS lists all of the drawers that were designated as contributors to NetClient CS the last time your firm placed a call to CS Connect. To view detailed information about how the drawer list is determined, see Document Presentation administration.
- The remaining steps vary depending on what you want to do.
Related topic: Document Presentation administration