The password would not be the same as
the client folder name.
Not exact matches
My only caution would be to avoid information in the
folder name that could directly or by inference identify your
client.
Either method on either operating system will create a text file
named filelist.txt in the
client's
folder with a list of all the files, including all subdirectories.
Second, the lawyer would assign unique randomly generated alpha - numeric
names and passwords to each online
client folder.
I wonder what the purpose is of changing the
names of the
client folders when the PDF documents within the
folder will reveal the
names.
You can setup
folders by
client / file
name or topics of interest, whatever makes most sense in your context.
You'll see your new document in your
folder and when you download the file by clicking on it's
name or view the document by hovering over the magnified glass icon, the merge fields you placed in the template document will now have been replaced by the specific information for the
client and matter you've chosen.
And David Bilinksky examined the Arizona State Bar's ethics opinion on security, which provided among other things that lawyers should «assign unique randomly generated alpha - numeric
names and passwords to each online
client folder....
Notice that specific prospect or
client folders are labeled alphabetically by last
name and that listing - related e-mails are ordered by the street address of the property.