Setting up your document credentials

In some cases, you will need to enter credentials in order to open and save documents in Jupix, such as:

• When downloading The Letting Centre (TLC) documents from Edit Documents (see Stage 2)
• If your documents are opening as Read Only and Word is prompting you to save a document locally to your PC (see Stage 1 and Stage 2)
•  If you are using Word 2007 and Word is prompting you to save a document locally to your PC (sSee Stage 1 and Stage 2)
• If you receive an error message when trying to save a document stating Word did not save the document (see Stage 1 and Stage 2)

Stage 1

To resolve any of the above saving issues, you need to prompt Jupix to ask for your credentials when opening a document. To do this:

1. Click on your account settings under Home
2. Scroll down to the Document Preferences section
3. Ensure the tickbox next to Use Legacy Documents is ticked
4. Click Save

Stage 2

These credentials can be saved within the Credential Manager on your computer to avoid having to type them each time a document is opened.  

To get to the Credential Manager:

1. Search Credential Manager from the search bar on your computer Start Menu
2. From the Credential Manager click on Window Credentials
3. Click to Add a generic credential
4. Click Add Generic Credential
5. You will need to type in the following as shown below:
   1. Internet or network address: documents-cloud.jupix.co.uk
   2. User name: YourJupixUsername@YourCompanyUsername
   3. Password: Your Jupix login password
6. Go into your Jupix account and click on your settings
7. Retype your Jupix password in the 2 password fields
   1. Now when you open a document the below box will appear auto filled
8. Click OK to open the document

Related articles: 

 Opening (The Letting Centre) Documents

How to fix documents not saving back to Jupix - read only