Draftworx Wiki

Appearance

Team Setup (Desktop) ​

What it is: The screen where you add the team members who work on a client file, assign their roles, and configure who receives Electronic Review notifications.

What it's for ​

Each client file in Draftworx Desktop can have a team attached to it — the preparer, reviewer, manager, partner, and so on. Defining the team makes it possible to run the Electronic Review workflow, send review notifications by email, and track who is responsible for each stage of the engagement.

How to do it ​

Add Team Members Manually ​

  1. Open the client file and navigate to Client Setup.
  2. Select Team Setup.
  3. Click the orange blank entry line to add a new team member.
  4. Choose their Position from the drop-down and enter their email address if they should receive email notifications.

Import Team Members from Your Firm ​

  1. Click Import to open the firm's user list.
  2. Select the team members you want to add — these are all Draftworx users registered under your firm's code.
  3. Their email addresses are filled in automatically. Assign each member's Position and adjust their review notification settings.

Configure Review Notifications ​

  1. Use the notification columns to control when each team member is notified during the Electronic Review process.

Source ​

https://draftworx.helpjuice.com/desktop/draftworx-desktop-team-setup

Walkthrough ​

https://scribehow.com/viewer/Draftworx_Desktop_Team_Setup__DX121__F48kqvG8Txe4V5c9v2u5Hw