Manage File Types Video Tutorial

Description

The "Manage File Types" video tutorial demonstrates how Owner and Administrator users can utilize the "Manage File Types" action from the claim's "Documents" tab to configure the file types and sub-types themselves as well as to configure their security permissions at the role and user levels.  Use the video's chapters to navigate to a specific topic within the video itself.  Use the displayed links when available to navigate to additional videos and/or articles related to this claim tab. 

Video Chapters

• Intro
• What are File Types?
• Document Managers
• How to Manage File Types for Document Managers
• Adding a New File Type
• Adding a New File Sub-Type
• Editing and Deleting Existing File Types and Sub-Types
• Managing File Type Settings by Role and/or User
• Configuring Security Permission Settings by "Role"
• View, Create, Modify, & Delete Security Permission Settings
• "View" Security Permission Setting
• "Create" Security Permission Setting
• "Modify" Security Permission Setting
• "Delete" Security Permission Setting
• Additional "Claim" Document Manager Settings
• "Auto Approve" Security Permission Setting
• "Auto Client Access" Security Permission Setting
• Configuring Security Permission Settings
• Configuring Security Permission Settings by "User"
• "Client" & "Event" Filters for The Claim Document Manager
• Save Your Changes!
• Repeat These Steps for All File Types and Document Managers as Needed
• Contact Us

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• Documents Tab Video Tutorial
  
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• Manage Predefined Descriptions Video Tutorial