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Inbound File
The CRM User Preferences for Inbound Filing host settings which determines the look and feel of Inbound Filing, for a specific user.
If you maintain these settings you must start a fresh listener and File2Greentree session before the settings will take effect.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Enable Inbound Files
This setting applies to the selected user. You have the following options:
- Module Control - Use the settings in CRM > System Options > Inbound Filing.
- Yes - Inbound Filing feature is available to the user.
- No - Inbound Filing feature is not available to the user.
User preferences change Module Control if you select Yes or No.
Show File against Dialog
This setting applies to the selected user. You have the following options:
- Module Control: Use the settings in CRM > System Options > Inbound Filing.
- Yes - This option is available. The user can allocate a file to a specific Greentree record after dragging and dropping the file on the File2Greentree icon
- No - This option is not available.
User preferences change Module Control if you select Yes or No.
Confirm when Re-filing
This setting applies to the selected user. You have the following options:
- Module Control - Use the settings in CRM > System Options > Inbound Filing
- Yes - This option is available. A message displays when attempting to refile.
- No - This option is not available.
User preferences change Module Control if you select Yes or No.
Require Password
This setting applies to the selected user. You have the following options:
- Module Control - Use the settings in CRM > System Options > Inbound Filing
- Yes - This option is available. Users must enter their Greentree passwords when the File2Greentree link is first used in the Greentree session
- No - This option is not available.
User preferences change Module Control if you select Yes or No.
Require File against Details
This setting applies to the selected user. You have the following options:
- Module Control - Use the settings in CRM > System Options > Inbound Filing
- Yes - This option is available.
- No - This option is not available.
User preferences change Module Control if you select Yes or No.
File Against List
This table lists the Record Types against which Inbound Files can be filed.
- Display - Click Yes if you want the Record Type to be available on the File Inbound Files form and File Against Dialog so that files can be filed against the record type.
- Record Type - The Record Type displays.
- Display Text - The header used for the Record Type displays.
User preferences change System Option settings.