If a new folder is created outside of the 'Clients' folder structure in Document Manager and you also use Practice Manager Security, you will need to give users access to this folder.
For example, in Document Manager, a new cabinet and drawer has been created.
As the firm uses Practice Manager Security, users must be given access to this new cabinet and drawer.
The Administrator user can log in to Practice Manager Security and go to the Groups tab.
Highlight the relevant group and click Edit.
Under the Document Manager tab expand Cabinets and tick the new cabinet\folder.
Click OK to save the changes.
