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Transmitting documents to NetClient CS
- Chooseto open theFileNetClient CSNetClient CSdialog. Only drawers that are designated as contributors to NetClient CS appear in theNetClient CSdialog.
- In theNetClient CSdialog, move the drawers that contain the documents you want to transmit from the left pane to the right pane by highlighting them and using theSelectbutton. (Use theSelect Allbutton to move all available drawers.) You can also use the drop-down arrow adjacent to theSelectbutton and chooseSelect Changedto select all drawers changed or chooseSelect Forcedto select all folders forced since the last transmission to NetClient CS.noteYou can also open CS Connect and chooseSelect Drawersunder theNetClient CScheckbox.
- Select theConnectbutton to openCS Connect. FileCabinet CS creates the file that will be transmitted via CS Connect.
- If a folder in FileCabinet CS that is set up in Document Presentation is renamed, a force retransfer is required for it to be updated on the NetClient CS portal.
- By default, drawers appear in the left pane of theNetClient CSdialog after the associated drawers are designated as contributors to NetClient CS. After drawers are moved to the right pane, they remain in the right pane until you move them back to the left pane.
- You can also enable automatic transmittal of documents to NetClient CS. CS Connect Background Services will scan for any drawers with a status ofChangedorForcedand transmit updated documents to the portals.
This article applies to:
- Product: FileCabinet CS
- Subject: Integration