Multiple data locations and Document Presentation

Document Presentation for NetClient CS supports transmissions from multiple data locations in FileCabinet CS.

Transmitting documents for multiple data locations

Transmitting data to NetClient CS for Document Presentation is a data location specific process. When pushing data to NetClient CS through CS Connect, the program will only transmit data from the currently selected data location. If you have a second or third location that you are also pushing documents from, you will need to transmit data from those locations individually.

Drawer IDs and Document Presentation

If the same drawer ID exists between 2 data locations, a combined instance of the drawer cannot exist in Document Presentation.
Example
Drawer ID 123 has documents in folders A, B, C, D, E and all are set to contribute to NetClient CS within Location 1.
  • Folders D and E have been moved to Location 2. Transmission of Drawer 123 from Location 2 will result in the removal of data folders A, B and C from the instance of that drawer on Document Presentation.
  • If Drawer 123 is retransmitted from Location 1, folders D and E would be removed from the drawer on Document Presentation and replaced with folders A, B and C.
If a drawer ID is present in multiple data locations, it is recommended that the drawer properties to designate the drawer as a contributor to NetClient CS only be marked for that drawer ID within a single data location.

Moving or copying drawer data between data locations.

  • If a drawer is copied or moved to a data location, it will retain the designate as a contributor to NetClient CS setting within the destination location.
  • If a document is individually marked to contribute to NetClient CS within document properties, it will retain this folder association within the destination location when copied or moved.
  • If a folder selected to contribute to NetClient CS is copied or moved, it will not be selected to contribute to NetClient CS in the destination location. Set this option back up in the
    Setup
    System Configuration
    NetClient CS
    menu.