Configuring Properties for the Desktop Default User

You can configure the following properties for the Upland AccuRoute Desktop default user.

• Enable use of the AccuRoute client.
• Allow unrestricted access to all Embedded Directives on the server.
• Allow non-authenticated access to the server.
• Configure viewable columns.
• Validate/Lookup billing information provided by the default user.

To configure properties for the Desktop default user

1. Select Enable use of the AccuRoute client to allow the default user to use AccuRoute Desktop.

2. Select appropriate options listed under Allow user to route to.

3. Select Allow unrestricted access to all Embedded Directives on the server to allow the default user to view all Embedded Directives created by AccuRoute Desktop users.
   If you do not select this option, AccuRoute Desktop user can only view his own Embedded Directives.

4. Select Allow non-authenticated access to the server to allow the default user to connect to the Omtool server without authenticating to a mail system.
   If you do not select this option and your mail server is down, the default user cannot access AccuRoute Desktop.

5. In the View Columns section, click Configure to customize the viewable columns. You can customize the columns the user will view in the Recipient List and the Open/Save Dialog.
   The Client Columns Configuration page opens.

6. Add, Remove or rearrange column order, and modify the properties. Click OK to go back to the Properties for Default User page.

7. In the Billing section, select Validate/Lookup via to allow your company's document management system or document repository to validate the billing information provided by this user, and then select an item from the drop-down list.