Are your clients mainly businesses or individuals?

Actif now allows you to configure the client interface according to your preferences. Indeed, you requested it, and we heard you loud and clear!

If your client base is made up mainly of private individuals, you can modify the settings of the client interface to eliminate the unnecessary fields. From now on, when you give a client access to a secure document, the access key to view it will appear to the bottom of his or her screen, as Actif will recognize that the file contains only one contact.

Go to the settings to configure the default mode that best suits you according to your main client base. This preference will then be used when creating new files.

The whole team at Actif Software thanks you!