Automatically transmitting documents to NetClient CS

If your firm is licensed for NetFirm CS, you can select drawers for which CS Connect Background Services will transmit documents automatically to NetClient CS. When this feature is enabled, NetClient CS checks for drawers with a
Changed
or
Forced
status every ten minutes, and transmits any updated documents to NetClient CS.

Transmitting FileCabinet CS documents to NetClient CS portals

To enable automatic transmittal of documents to NetClient CS, follow these steps.
  1. Choose
    Setup
    System Configuration
    CS Connect + Misc
    tab.
  2. Mark the
    Enable background services
    checkbox.
  3. Mark the
    Enable automatic transmission to NetClient CS
    checkbox in the
    CS Connect Background Services options
    section.
note
  • You can manually transmit drawers with a status of
    Changed
    or
    Forced
    prior to the automatic ten-minute check, or disable the automatic ten-minute check by clearing the
    Enable automatic transmission to NetClient Portals
    checkbox.
  • If the
    Enable Automatic transmission to NetClient Portals
    checkbox is marked, FileCabinet CS ignores any advanced security privilege settings related to CS Connect or NetClient CS.