Tech Notes
Terminal Server:
In most cases the standard network installation steps, in the Installation Guide, should be followed to install WealthDocx to your terminal server. A few additional setup steps need to be done by the administrator of the terminal server insure all users can access WealthDocx properly, the additional steps are listed below.
HotDocs and WealthDocx
HotDocs and WealthDocx need to be installed on the server. This is done typically with an administrator account.
WealthDocx Practice System Application
The Practice System Application needs to be installed under each users profile on the server. The shortcut will appear on their desktop, under their profile once it is installed.
Toolbar Styles
Each user will need to have access to Microsoft Word. WealthCounsel Styles are stored under C:\Program Files\WealthCounsel\Styles. Each user will need to have access to this location when they are signed in with their user account.
[Tech Notes]