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  • Product: FileCabinet CS

Creating drawer families

You can create a drawer family to group two or more drawers that are related in some way. Examples of drawers that you might assign to families include related corporations (controlled groups or consolidated clients), and clients who are related, such as parents and their children.
One drawer can have one or more drawer family associations. When a drawer is a member of one or more families, a family name folder you specified appears in the Drawer list for each member drawer. You can expand a Family folder to show the icons of the other drawers in the family. Select these icons to quickly switch between member drawers.
  1. In the
    Folders
     window, select a drawer that you want to include in the new family.
  2. Choose
    File
    Drawer Properties
    .
  3. Select the
    Select Family
     button.
  4. Select the
    Add
     button and enter a family name in the
    Family Name
     field.
  5. Highlight a drawer that you want to include in this family in the
    Drawers available to assign
     pane and use the
    Select
     button to add it to the
    Drawers to assign
     pane. Repeat this step for each drawer that you want to include in this family.
    note
    The current drawer will be automatically selected in the
    Drawers to assign
     pane.
  6. Select
    Enter
     or
    OK
    .
note
  • If a drawer is a member of a family, all other family members will appear in the
    Print
     and
    Send To > Email Recipient
     and
    File Location
     dialogs so that you can print and send documents from multiple drawers at one time.
  • A family must contain two or more drawers.
  • For UltraTax CS users, drawer families are automatically created in some cases.
  • A drawer can be a member of one or more families.
  • A family cannot include drawers from multiple data locations.
  • Mark the status checkboxes to list drawers with selected statuses only.
  • Drawer families created prior to the release of 2009 FileCabinet CS will have a Family Name description of
    <Unnamed Family>
     listed in the
    Family name
     column of the
    Selected Drawer Families
     dialog. If you choose to edit the
    <Unnamed Family>
    , the
    Family Name
     text will default to
    Family
     unless otherwise specified. Select the
    Enter
     or
    OK
     button to save the new family name.
  • Duplicate family names can be created for a single drawer, but this method is not recommended.
  • If you add drawers from another family to a new family, the other members of the existing family are not added to the new family.

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