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Document Presentation

Change a NetStaff CS user’s access to Document Presentation files

Do the following to give a NetStaff CS user access to Document Presentation files or to remove a user's access to Document Presentation files.
note
You can give NetStaff CS users access to this module at the group level.
  1. In the
    Admin
     tab of the navigation pane, select
    Users
     in the NetStaff section.
  2. In the Users list, go to
    Find
     and enter any part of the user's name or sign-in information then select the user's name.
    • You can delete the entry from
      Find
       to view the full list of users.
  3. In the Permissions section, select
    Enable
     for Document Presentation.
    note
    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.
  4. The remaining steps vary depending on what you want to do.
    • Give the user access to Document Presentation files in all drawers.
      1. Select
        All Drawers
         then select
        Enter
        .
        note
        If the NetStaff CS user has access to Document Presentation drawers through group permissions, the row for that drawer is grayed.
    • Change the user's access to Document Presentation drawers.
      1. In the Access Permissions section, choose
        Selected
        .
      2. Mark the checkboxes for the drawers that contain Document Presentation files that the user needs to access or clear the checkboxes for drawers that contain files that the user no longer needs to access.
        note
        • If the NetStaff CS user has access to Document Presentation drawers through group permissions, the rows for those drawers aren't available. To remove the user's access to these drawers, you'll need to remove the user from the group or remove the group's access to the drawers.
        • Go to
          Find
           and enter any part of a drawer name or drawer ID to locate a drawer.
        • In the Filter Options section, select
          Unselected
           to view only the drawers in which the user can't access files. Choose
          Selected
           to view only the drawers in which the user can access files.
      3. Select
        Enter
        .

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