We recommend that you outline and create client and matter folders prior to registering any databases, so that you can keep track of multiple databases by adding them to the right folders immediately. Folders display in alphabetical order and can easily be added or removed, as needed.
Adding clients is one way to organize your databases for the clients that you host data for or for the clients your organization is representing.
In order for FYI Reviewer users to access databases, they must be associated with a matter in the FYI Admin Console. If a database is not added to at least one matter, FYI Reviewer users will not be able to log on to the database.
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Once clients and matters are added to FYI Server, you can drag-and-drop databases to clients and matters to associate them. Users associated with the database will transfer with the move and automatically be associated as well. |
Clients can be added from both the Clients and Tree side tabs on the Management tab in the FYI Admin Console.
To Add a Client
1.On the Management tab, click the Clients or Tree side tab.
2.Do one of the following:
•If you clicked the Clients side tab, in the Tasks panel, click Add new client, and in the Clients panel, type the client name.
•If you clicked the Tree side tab, right-click the Clients folder or an existing client, click New client or Insert new, and type the client name.
3.Click the General side tab.
i.The client name you entered is displayed in the Name field.
4.In the Description field, type the client description.
i.Once the client is created, you can associate the client with matters and databases.
ii.For more information about associating clients with matters and databases, see Creating matters.