UltraTax CS: Browse OfficeDocs folder in Virtual Office CS via a custom link on the Home Page

On Virtual Office CS and SaaS you do not have the ability to access Windows Explorer. This means that in order to open PDF files you've stored in your OfficeDocs folder you must first embed them into FileCabinet CS or attach them to an email. Another alternative is to add a Custom Link to your OfficeDocs folder on your UltraTax CS homepage. This will allow you to easily browse your OfficeDocs folder and launch PDFs, Word, and Excel documents.
  1. Go to
    Setup
    , then select
    User Preferences
    .
  2. On the Home Page tab, select the
    Custom Links
    button.
  3. Add a description, like
    OfficeDocs
    , select
    File
    (instead of Web URL) and type
    Y:\OfficeDocs
    and select
    OK.
  4. On the UltraTax CS homepage, you can select the
    OfficeDocs
    link in the
    Custom Links
    section and it will open.
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