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Drawer maintenance

New Drawer dialog [File menu]

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Use this dialog to create a new drawer.
To open this dialog, choose
New Drawer
 from the
File
 menu (or press CTRL+N).
note
In most cases, adding client information to drawers in FileCabinet CS is not necessary, because this information is added automatically when documents are sent to FileCabinet CS, or when the
Populate FileCabinet CS
 option is used in other CS Professional Suite applications.
If you choose to add a client in FileCabinet CS, the drawer ID should be identical to the client ID in your other CS Professional Suite applications.

Fields & buttons

Data location
From this field, choose the data location to which you want to add a new drawer.
note
Data locations must be added in the
Data Locations
 tab of the
System Configuration
 dialog before they will appear in the
Data location
 field.
Drawer ID
Enter up to eleven alphanumeric characters for the new drawer ID.
Drawer name
Enter the name for the new drawer.
EIN/SSN
Enter the EIN or SSN for the new drawer.
note
Be sure to enter the EIN/SSN with the proper formatting.
Drawer email
Enter a default email address to populate the
To
 field when sending documents from the new drawer to email via the
Send to Email Recipient
 dialog.
note
You can also enter a default email address for the current drawer in the
Client Communications
 dialog.
Designate this drawer as a contributor to NetClient CS
This checkbox is available only if you are licensed to use the Document Presentation module for NetStaff CS or NetClient CS. Mark this checkbox to include selected documents for the current drawer in transmissions to NetClient CS.
Restrict Access button
Use this button to open the
Restrict Access
 dialog, where you can enter a password for the selected drawer.

This article applies to:

  • PRODUCT: FileCabinet CS