Bryan Proctor, Account Manager. Tips and Tricks  Version of ClientSpace  Password Configuration  Document Management  Task Enhancements  Systems.

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Presentation transcript:

Bryan Proctor, Account Manager

Tips and Tricks  Version of ClientSpace  Password Configuration  Document Management  Task Enhancements  Systems Administration  ClientSpaceNEXT

ClientSpace Version in Classic and NEXT

Password configuration options available in ClientSpace

Password Options Number of failed login attempts Expiring sessions Forced password resets Password complexity

Password Complexity Options It is important to note that you can require up to 3 levels (of 4 options) of password complexity. The 4 options for password complexity are: Letters required Numbers required Mixed Case (upper and lower) required Special Characters required

Document Management Outlook Add-In Document versioning Bar coding File upload utility

Outlook Add-In

Document versioning

Document Bar Coding

File Upload Utility

Task Enhancements

Recurring Tasks Task Auto Complete Template Task “More Info” field uses

System Admin

System Admin shortcut

ClientSpace NEXT

Work Items

Action Center

Search parameters

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