FILES: File Settings

General Settings for Files

You can set global preferences for your files. Navigate to Files, then click on the gear icon in the upper left-hand corner of the screen.

This will bring out a window with options for your Files.

File Sharing Capabilities

You can specify who will receive a notification when a file is uploaded by a Contact. When a file is uploaded to a Contact's Shared folder or to a general Shared Folder, you can set a prompt to ask if you would like to send a notification. Selecting Always Send or Never Send will remove the prompt window.

File Management Settings

For either the Client or the Prospect, you can configure permissions for modifying Files and Folders.

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