This article shows how to create an xchangedocs profile to use with Automated Civil Litigation
YOU MUST BE AN ACL ADMINISTRATOR IN ORDER TO ACCESS THE ADMINISTRATOR MENU AND FUNCTIONS. CONTACT YOUR FIRM’S CURRENT ACL ADMINISTRATOR FOR ADDITIONAL INFORMATION AND ASSISTANCE. |
In order to create an xchangedocs user account, you first need to create an ACL User Profile and Firm Member profile. Please refer to the Managing Firm Members article for more information
Create ACL User / Firm Member Profiles
In order to create an xchangedocs user account, you first need to create an ACL User Profile and Firm Member profile.
If this has already been completed, go to Create an xchangedocs Profile below.
To create the ACL User / Firm Member profiles
- Go to Admin menu -> Data -> Our Firm members
- Select Add Firm Member
- Complete all required user details and save the profile.
In the ACL User profile, ensure that the email address for the user is entered correctly in the Email field. |
Create an xchangedocs Profile
To create an xchangedocs profile for a user, go to the Admin menu -> Configuration -> Configure xchangedocs.
Complete the following steps:
Select the Add User icon.
From the drop-down menu at ACL user, select the required user profile.
The User name field will pre-populate with the name of the chosen user.
The xchangedocs login field will pre-populate with the email address associated with the user’s ACL profile. If the email address is not showing, you may need to go back to the ACL user profile and turn off “use active directory email” and manually type in the user’s email address.
The User role field will automatically designate the profile to User.
Click the SUBMIT Button.
Related Articles
Completing xchangedocs Registration