This article contains answers to common questions in regard to xchangedocs within ACL
User
Q - I forgot my xchangedocs password. What should I do?
A - Passwords can be maintained in the web portal.
Visit www.xchangedocs.ca and follow these steps:
- Click the Sign in button and enter your email address associated with your account.
- Click the Forgot your password?
- Enter your email address and click Request Code.
- The code will be sent to your email. Copy the code and paste into the verification window.
- Your email will be verified after which you can then enter a new password.
Q - Is there a way to track the history of a shared document?
A - Yes. The Activity Log provides a history of a shared document and functions in two ways. In the xchangedocs tab, the Activity Log icon located across the top of the menu bar will show the history for all documents that have been uploaded, shared, and downloaded for the file. If activity for only one document is desired, then the document can be highlighted, and Activity Log selected from the menu icon on the right.
Administrator
Q - I’m trying to create a user account in Configure xchangedocs, but the user’s name doesn’t appear in the ACL Users List. What should I do?
A - Check to ensure that the user has first been added in the Manage Users database. If they are in this database, check to see that there is an email address in their profile - if there is no email, you will need to add one. Go back to Configure xchangedocs - the user should then appear in the ACL Users List.
Q - A user that I recently added hasn’t received an xchangedocs activation email. What should I do?
A - The user can login to xchangedocs in ACL by clicking the Login button on the xchangedocs touchpoint in ACL. The system will know that the activation request was emailed. Alternatively, you can re-send the xchangedocs activation invite to the user by opening their xchangedocs profile and clicking Resend Activation Invite.
Q - I’m trying to add another xchangedocs Administrator, but the option is not available in the user’s xchangedocs profile. What should I do?
A - In order to be an xchangedocs Administrator, a user’s account must also be an ACL Administrator. Navigate to Menu -> Configuration -> Manage Users. Ensure the user’s account is set to Admin and then Save. Navigate back to the xchangedocs menu, and you will now be able to change the user to an Administrator.
Q - A user is attempting to upload a document and is getting a warning message advising that they’re not associated with a Firm Member. How can I fix this?
A - This means that the user’s ACL User account was not connected to their Firm Member Profile. To resolve the issue, go to Menu -> Data -> Our Firm Members and open the user account:
- Click on the magnifying glass beside the ACL User field at the top.
- Select the user from the List
- Save the profile.