Combined Client List (Desktop)

What it is: A single, unified view of all client files across every storage location you have access to — Local, Server, Websync, and Archived — so you can find and open any file without navigating location by location.

What it's for

When your practice stores client files in multiple places (local machine, a shared server, Websync), searching for a file across each location separately is slow. The Combined Client List merges all locations into one searchable list, letting you jump straight to any client file with a double-click.

How to do it

1. On the Client List screen, click Combined Client List.
2. The list shows all client files from every location you have access to. Each file has an icon indicating its storage location:
   • Local
   • Server
   • Websync
   • Archived
3. Double-click the client file you want to open it.

Reading the Status Icons

Each file also shows a status icon:

• Circled tick — indicates the file's storage location
• Grey lock — file is currently locked (another user has it open)
• Red triangle — Websync file transfer failed
• Green lock — file is archived

Related concepts

Source

https://draftworx.helpjuice.com/desktop/draftworx-desktop-combined-client-list

Walkthrough

https://scribehow.com/viewer/Draftworx_Desktop_Combined_Client_List__DX117__LPtnnhv8Sr2Td41XysgH8w