Cannot browse for Email attachments location when setting up Email Integration

Amicus by CARET requires an Email Attachment Location in order to complete your Email Integration setup.

If your firm has configured the firm settings as User-Managed, each user will need to specify the Default location for e-mail attachments.

This can be one folder containing email attachments for all firm members, or using a shared location such as the SharedDocuments folder, sub-folders can be created “UserName-Attachments” for each staff member to separate each users attachments.  

In the Email – Attachment Handling screen, click the Browse button and browse the network to the server via UNC path then select the specific folder to store the users Email Attachments in.

Note: The location must have read\write permissions for the user

If you are unable to browse to the server, your firm will need to have your IT address the access to the server.

If you cannot click the Browse or cannot get to the location via a UNC path due to security limits, please contact CARET Client Services to assist in configuring the location.