How to relax the rules re Client and Claim attached to Actions and Documents

Please note: This can be a dangerous thing to do as associating a Claim Document to a Client could result in missing Mailmerge fields.

Open the Config

Open the Config

1: Click Admin from the Menu.

2: Select Config from the drop down list - the Config window will open.

Change the Config

Change the Config

1: Select the General tab - the General tab will open.

2: If you wish to relax the rules as to what Documents can be applied by default,

--- untick "Action Type Document List Default Safe Option"

3: If you wish to relax the rules as to which Actions can be applied by default,

--- untick "Action Type Apply To Default Safe Option"

Adding a Document to an Action

Adding a Document to an Action

1: When adding a Document to an Action the Option ticks will be set as the defaults from the Config.

--- If the Safe option is selected, Only documents guaranteed to work will be displayed.

--- The default option can be overridden here by ticking or unticking the boxes.

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