Store engagements in FileCabinet CS
If your firm is licensed forEngagement Manager and FileCabinet CS and doesn't use the GoFileRoom document management system, you can store engagements in FileCabinet CS.
- Save the engagement as a PDF to your computer.
- Use one of the following ways to add the PDF to the appropriate drawer and folder in FileCabinet CS:
- Drag and drop the PDF from your File Explorer into FileCabinet CS to the folder of your choice.
- Use the FileCabinet CS printer to store the document.
