Add a client

When you encounter a new client, you can add them to the list of supported clients. This ensures that this client is given the necessary priorities and settings that are appropriate for its documents.

You can add a client by following these steps.

  1. Select a Project from the list.

    An additional "Settings" list is now available.

  2. Select Client Settings from the Settings list.

    A table of existing clients is displayed.

  3. Select the left most check box beside an existing client that has similar settings to the new client. If there is not a suitable client, select the client with ID 0.
  4. Click Copy Data at the bottom of the table.

    The "Insert" row is populated with a copy of the database

  5. In the Insert row, modify the individual client settings as needed.
  6. Click Save.

    The new client is saved to the list.