1. Document or folder notes can be sent directly to another user or group. The recipient will receive a notification in their Archive inbox where they can reply to or forward the note.Image Placeholder
  2. Right-mouse click menus are available on most pages for easier navigation. Right-mouse click on a folder or document and a submenu will appear.
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  3. When you delete a document or folder it is moved to your Recycle bin where it can be easily restored in the event it was deleted by mistake. You can choose "Restore" to return it to its original location, or "Restore / Move" to move it to a new location.
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  4. Each user has a “My Profile” section which contains user specific settings. From here they can update user information, set defaults, and turn features on or off. Below are just a few examples:
    1. The “Default Doc Sort” setting allows you to set the default sort order when viewing folders. The system default is set to sort by the “Doc Name” column. Maybe your preference would be to sort by the “Upload Date” column descending so the newest documents are always on top.
    2. The “Default Email Subject” settings allows you to set your default email subject when emailing documents from the Archive.
    3. “User Information” fields such as Name, Title, Company, etc. can used as merge fields when defining email templates.
    4. There are 20 custom fields at the bottom of the “User Information” section that can be used for any purpose. For example, you may define a custom field called “License No.” All custom fields can also be used as merge fields when defining email templates. A single email template can be setup for the entire agency which consists of merge fields that pull from the user’s “My Profile”.
    5. The “Display Options” within the “My Profile” settings allow you to customize the look and feel when opening folders. Document columns can be turned on and off as well as toolbar items and menu options.
  5. Virtual copies of a document can be created in multiple folders simultaneous instead of creating them one by one.
  6. An Inbox summary report can be emailed at predefined dates and times. The email contains all the new messages with a link directly back to the Archive.
  7. What’s the difference between “Refresh” and “Reload” toolbar item at the top of the folder next to the “Help” button?
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    Clicking on the “Refresh” toolbar item will update all the items on the current page only.

    Clicking on “Reload” toolbar item will reload all the items on each page, go back to page 1 and revert back to the default sort order. It will also adjust the height and width of the folder based on the user’s screen resolution. This button is very helpful if you shrink or expand your window which causes scrollbars.
  8. What’s the difference between “Recent” and “My Folders”?
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    1. Clicking on the appropriate radio button switches between “Recent” and “My Folders”.
    2. On the left-hand side of the Archive screen is where the “Recent” folders are displayed. They consist of the 10 most recent folders the user has accessed or uploaded to.
    3. “My Folders” displays folders that you want to remain static and always be available. Adding folders to “My Folders” is done by right-mouse clicking on a recent folder and selecting “Add to My Folders”. Removing a folder from “My Folders” is done by right-mouse clicking on a static folder and selecting “Remove from My Folders”