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Drawer maintenance

Overview of drawer notes

Use the drawer note feature to enter a note about the current drawer. FileCabinet CS will share note data with UltraTax CS, Fixed Assets CS, and Practice CS. If a TIN is entered in the
Drawer Properties
 dialog (for data sharing purposes), a separate note tab for each application that you have installed appears in the
Drawer Notes
 pane. If no TIN is entered in the
Drawer Properties
 dialog, you will see only the FileCabinet CS tab.
To view notes for a drawer, select a drawer from the drawer list. Drawer notes are displayed in the upper right corner of the FileCabinet CS
Watch
 window.
Each tab displays the date and time of the last update to the drawer note and the user ID of the last person who made a change. The tab of the current application appears first.

Adding and editing drawer notes

Select the
Add Note
 button to insert the date, time, and user ID for the new note. To add more notes, it's not necessary to select the
Add Note
 button again. Enter the required text as necessary in the drawer note text area.
To edit a note, change the focus to the
Drawer Notes
 pane and choose
Edit
Insert
, and then choose
Identifier
,
Date
,
Date/Time
, or
User ID
.

Viewing drawer note properties

Select the
Properties
 button Properties button shows a hand holding a piece of paper to view the note properties for the current tab. Each time a drawer note is modified, a line is added to the history to indicate the user ID, the application where the change occurred, and the date and time the change was made. Each application tab will contain separate note properties.

Undoing changes to drawer notes

Use the following procedure to undo all changes made to the
Drawer Notes
 pane during the current session. After you move your cursor off the
Drawer Notes
 pane, changes to the notes are saved.
  1. Right-click in the
    Drawer Notes
     pane.
  2. Choose
    Undo
     from the context menu.

This article applies to:

  • PRODUCT: FileCabinet CS