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File Category Maintenance

File Categories  Use the default categories provided or customize using the File Category Editor shown below.

Category Access  Activate access to all or just selected file categories for each client.

User Access  Set permission to access all or selected file categories by user for each client.

Select a Client:

New File Category

 

File Category Name 

Active 

Advisors 

Sponsors 

Participants 

Action
Benefit Distributions  False  |
Feasibility Study  False  |
Client Information  False  |
Correspondence  False  |
Employee Communications  False  |
E-mails  False  |
General  True  |
Miscellaneous  False  |
Notices  False  |
Plan Docs  True  |
New File Category  

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File Category Editor

File Categories  Use the default categories provided or customize using the File Category Editor shown below.

Category Access  Activate access to all or just selected file categories for each client.

User Access  Set permission to access all or selected file categories by user for each client.

99999 - XYZ Company

File Category Editor
File Category Name:
Active:
Allow Advisors:
Allow Sponsors:
Allow Participants:

 

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