Create a New Managing Client and a New Client

Clients may be created from the Limited Controller via the File menu, right clicking in a vacant area in the Client Management tab, and right-clicking on an existing Client from the Client Management tab.

In addition to standard clients and cases (projects), a new managing client was added for those organizations that do business with multiple clients, such as law firms. This can be thought of as a one-to-one relationship. Managing clients provide the basis of the relationship between cases and reviewers (groups and users). For service providers, managing clients are the companies and firms the provider does business with. For law firms, the firm itself is the managing client.

When creating a new managing client or client, the dialog presents an Enterprise Details section. This section allows for the creation of the managing client and the client. Either of these may be created from within eCapture using information sourced from IPRO (Cloud) Services (via a drop-down menu) or a fresh managing client or client may be created directly in eCapture using the button. The newly created managing client or client, from within eCapture, is created automatically in IPRO (Cloud) Services for use across the Enterprise platform.

The first step is to create/select the managing client and the client.

Choose File > New Client from the menu bar. The New Client dialog appears.

To create both a new managing client and a new client at the same time, do the following:

Click to change the Managing Client Name drop-down menu to a text box. The changes to . (Note: Click to change the text box back to a drop-down menu.)
Enter a new managing client name. A maximum of 256 Unicode characters are permitted. IPRO (Cloud) Services validates the uniqueness of the name, and if it is not unique, a prompt appears indicating to change the name. Once the managing client is created, it will be available for selection from this point forward by clicking the drop-down menu.

In the Client Name field (changed to a text box by default), enter a new client name. A maximum of 256 Unicode characters are permitted. When creating a new managing client and a new client at the same time, the Client Name drop-down box is not available as there are no existing clients for a brand new managing client.

Note: When a new Client is created, a subdirectory is automatically created under the Client directory. The subdirectory uses the name of the designated, previously configured eCapture application environment (which identifies uniquely to Enterprise) and the initial numbers pulled from the environment ID (e.g. eCap_21EC2020). This directory is used for all eCapture processing, and it will contain all the eCapture Case (Project) directories underneath. All Clients created subsequently are placed inside this directory whether created from an eCapture or an Enterprise instance. This only applies to brand new installations of eCapture/Enterprise.

To create a new client and associate it with an existing managing client, do the following:
- From the Enterprise Details section, click to change the Client Name drop-down menu to a text box. The changes to . (Note: Click to change the text box back to a drop-down menu.)
- Enter a new Client name. A maximum of 256 Unicode characters are permitted. Once the client is created, it will be available for selection from this point forward by clicking the drop-down menu.
- Click the drop-down menu and select an existing managing client to associate with the new client name.

From the eCapture Details section, do the following:

Enter a Client Description.

Enter a Client Directory path or click the Browse button to open the Directory Browser dialog. Select a directory.

Note: Right click a directory to display the context menu. Choose Rename to rename the directory.) This directory must be empty. If necessary, click and create a new directory. We recommend using the UNC path vs mapped drives.

Select a task table from the drop-down list.

Click OK. The managing client is created in IPRO (Cloud) Services. The Client appears in the Client Management tab and contains a subdirectory called Export Jobs. Export Jobs contains two subdirectories: Process Exports and Data Extract Exports.

Note: You can delete a client. However, when deleting clients, an exception occurs:

If the client has any associated cases.
If any active/paused Data Extract or Process Export jobs exist.