Set a password for downloaded PDF, CSV, ZIP files. This password will be used for any new PDF, CSV, ZIP you download. If left blank any downloaded PDF, CSV, or ZIP files will not have a password required to view document outside of your secure admin account.
Tip: This feature is rarely used early in the practice setup. CounSol.com recommends leaving this field blank until you need to download documents, as passwords are often misplaced or forgotten over time.
How to password protect files downloaded from the system:
1. Click on the Settings icon and then click on the Practice Settings tab.
2. Select Security from the menu options on the left.
3. At the bottom of the right-hand column you will see Password for Downloaded PDF, CSV, ZIP. Enter a Password in the text box and then again in the Confirm text box. (Do not use the same password that you use for your account login).
4. Click the Save button.
