When logging in to Access Documents, you may see the following error:
When the end user logs in to Access Documents, they may receive the following error:
When this occurs, the Portal: Documents folder will be visible in Document Manager, but the client's name folder will not appear.
To resolve this, you'll need to reset the client's Access Documents configuration in HandiSoft, which will resend the activation email to the end user.
Resolve the error
To fix this error, follow these steps in HandiSoft.
Log in to any HandiSoft program.
Select the client, then click Edit on the middle toolbar to open the Client Details window.
Add a test email address to the client, for example [email protected].
Under the Related section, in the Access Documents field, click the ellipsis to open the Access Documents Configuration window.
Select the test email address from the dropdown menu, then click Save, then click OK.
Reselect the correct email address from the dropdown menu, then click Save, then click OK. This will resend the activation email to the end user.
Once the end user has activated their account using the email, check the client folder structure in Document Manager. This should now be displaying correctly.