This article shows how to manage access for firm members by an administrator in Automated Civil Litigation (ACL) 5.2

Activate xchangedocs

To activate xchangedocs within ACL,  go to Menu > Configuration > Activate xchangedocs

In the Activate xchangedocs window ensure that all fields are complete and accurate,

then click the SUBMIT button.

Create ACL User / Firm Member Profiles

In order to create an xchangedocs user account, you first need to create an ACL User Profile.

If this step has already been completed, go to Configure xchangedocs access.

To create the ACL User / Firm Member profiles follow the process below:

• For ACL User (Login Name and a Password required to access ACL)
• For an Active Directory User (No login and ACL will open automatically).

**In the ACL User profile, ensure that the e-mail address for the user is entered correctly in the xchangedocs Login Name.**

ACL User

1. Select Login Type User with password
   
2. Enter the Login Name - This does not appear in documents
   
3. Enter a Password -  must be longer than 3 characters
   
4. Enter the User’s preferred Honorific.
   
5. Enter the Full Name - This does appear in documents
   
6. Enter the user’s Initials
   
7. Enter the user’s E-mail
   
8. Select the User Role (User or Admin)
   
9. Check Use xchangedocs box
   
10. Enter the xchangedocs Login Name - check E-mail address is correct and matches entry 7
    
11. Enter the Professional Details. Different options will be presented based on selections made
    
12. Complete the Contact and firm associations page click OK

Active Directory User

1. Select Active directory user under Login Type
   
2. Click the magnifying glass to open the Select User or Group window

1. Enter the user’s name.
   
2. Click Check Names. If the name does not automatically appear, another window will open for the name to be selected from a list. Highlight the name and click OK. If a user cannot be found, try searching by last name only.
3. Click OK in the main window

Complete the Member Profile

1. Enter the User’s preferred Honorific.
2. Enter the User’s Initials
3. Select the Role (User or Admin)
4. Check Use xchangedocs
5. Enter the Professional Details.  Different options will be presented based on selections made
6. Complete the Contact and Firm associations page and click OK
   
   **Full Name is how a firm member’s name appears in documents.**
   ** Full Name and Email will generate from the user’s Active Directory Profile**

xchangedocs has now been activated for the user; you will see an icon to the left of their name and the xchangedocs status as Invited to show this.

Configure xchangedocs access

Once a profile has been created to give access to xchangedocs, go to Menu > Data > Our Firm Members

To edit a user’s profile to give access to xchangedocs follow step 4 in Complete The Member Profile and click OK

Completing the xchangedocs Registration

Once an xchangedocs profile is created, the user will receive an email from xchangedocs requiring them to complete the registration process. The user needs to click on the ACTIVATE ACCOUNT button to complete the registration of their account:

• The email should be their work email address.
• They need to create their own password.
• They need to check their email for the 2-step authentication, an external email from Microsoft on behalf of xchangedocs-canada will be sent

• This same email and password will be used to login onto the web portal at www.xchangedocs.ca.

**Users are responsible for the maintenance of their passwords**