How do I set the default setting for updating files?

The Document Management Interface can send files that you attach to a record in Caselle applications to the Document Management Client for you or you can set up the default settings to ask you if you want to update the files.

In this Topic

How do I set the default setting for updating files?
1. Updating files automatically
1. Prompting me to update files

Updating files automatically

1. Open Connect Document Management.

2. Click to select Organization.

3. Click to deselect the checkbox titled Require Users to Choose When Data will be Sent from Caselle to Update an Existing Drawer.

4. Click Save (CTRL+S).

When you add a files to an existing record, the Document Management Interface will send the files to the Document Management Client.

Prompting me to update files

1. Open Connect Document Management.

2. Click to select Organization.

3. Click to select the checkbox titled Require Users to Choose When Data will be Sent from Caselle to Update an Existing Drawer.

4. Click Save (CTRL+S).

When you add a files to an existing record, the Document Management Interface will ask you if you want to send the files to the Document Management Client.