Drawer and folder types

The following drawer and folder types are available in FileCabinet CS.
Icon in the Folders window
Drawer or folder type
Description
Active drawer
Active drawer
Drawers are assigned an
Active
status by default, but you can change the drawer status to
Inactive
or
Defunct
, and then omit specified drawers when sorting or searching for documents.
Protected drawer
Protected drawer
Protected drawers require a password to access their contents.
Inactive drawer
Inactive drawer
Drawers to which an
Inactive
status has been assigned.
Defunct drawer
Defunct drawer
Drawers to which a
Defunct
status has been assigned.
OCR pending
OCR process pending
Indicates that source-document processing is in progress for documents in this drawer.
Family folder
Family folder
Family folders contain links to other drawers that you have grouped within a drawer family.
Checked out drawer
Checked out drawer
Indicates that a drawer has been checked out during the drawer-backup process.
Reports folder
Reports folder
Contains FileCabinet CS reports.
User bulletin folder
User bulletin folder
Contains FileCabinet CS user bulletins.
Template documents folder
Template documents folder
You can add template documents, such as checklists and spreadsheets, to this folder and then copy and paste the documents into other drawers, as needed. This folder exists only in the
$GLOBAL
drawer.
Product folder icon
CS Professional Suite application folders
These folders contain documents from CS Professional Suite applications. Icons for these folders match the associated CS Professional Suite applications. Subfolders indicate the period or year-end information for the client at the time that the document was stored in FileCabinet CS.
Unfiled folder
Unfiled folder
These folders contain unfiled documents.
User-created folder
User-created folder
These folders can contain any type of document.
User-created subfolder
User-created subfolder
These folders can contain any type of document.
Hidden documents folder
Hidden documents folder
These folders contain documents that were hidden based on a specified time period.
Data backup folder
Data backup folder
These folders contain information about backups that are created automatically when a client is closed in another CS Professional Suite application, or when a client is proforma'd in UltraTax CS.
Archive volume folder
Archive volume folder
These folders contain archive information and links to archived documents.
Portal folder
NetClient CS folder
NetClient CS folders contain documents that you have selected to be sent to NetStaff CS or NetClient CS.