New SalesDoc Architect User Types and Deployment Options

We’ve added several new user types and deployment options to SalesDoc Architect release 5.0, making SalesDoc Architect  more flexible, easy to use and easy to update than ever before.  Now you have several user type options to choose from…

  • Stand-alone users who are always disconnected from the network.
  • Stand-alone users who have occasional network access to a shared drive so that SalesDoc Architect can check for data and application updates.
  • Network users who are always connected to a shared drive on the LAN and access data from that shared drive.
  • Combo users who are sometimes connected to a shared drive on the LAN and sometimes need to be able to work “offline” (disconnected) from the shared drive.

You can change your user type by clicking the SalesDoc Architect button, then Setup, then “Network setup”.

Stand-alone users are not connected to a shared network drive.  For these users, SalesDoc Architect data and application updates are manually emailed to these users, who then double-click on the update files to install the updates.

nwsetup

Stand-alone users who have occasional network access to a shared drive gain the benefit of automatically being informed of SalesDoc Architect data and application updates.  On occasion, SalesDoc Architect will attempt to access the shared drive and determine if updates are available.  If they are, the user will be prompted to download and install them.

Network users access all SalesDoc Architect data from a shared drive, providing them with the benefit of always having access to the most up-to-date data.  Network users will also never be bothered to update data files on their local PC since they always access data via the shared drive.  We highly recommend that network users have local area network (LAN) access to the shared network drive; VPN or other remote access will most likely provide performance that is unacceptable to most users.

A combo user is able to switch between being a network user and a “stand-alone user with network access,” and is an ideal setup for a laptop user who occasionally works on the LAN but also needs to disconnect from the LAN while they’re out of the office.  So why wouldn’t every user want to be a combo user?  Two reasons: if you always want to be accessing the most up-to-date data, and you don’t want to be prompted to download and install data updates on your local PC, then being a network user is the better option.

One of the nice things about the new user types and deployment options is that you can mix and match user types within your deployment, enabling you to meet the specific needs of each and every user.

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