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FileCabinet CS Documents / Document Names tab

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Use this tab to confirm the documents and document names to be sent to FileCabinet CS from another CS Professional Suite application.
The FileCabinet CS Documents dialog opens automatically when documents are sent to FileCabinet CS from the
Print
 dialog in another CS Professional Suite application, such as UltraTax CS or Fixed Assets CS. If it is not already open, go to the
Document Names
 tab.
When documents are stored from non-CS Professional Suite applications, the
FileCabinet CS Driver Documents
 dialog opens.

Fields & buttons

FileCabinet CS data location
If your firm uses multiple data locations, you can choose a data location to which the current documents will print from this field.
note
This field is read only when printing from UltraTax CS or Fixed Assets CS. You can choose the FileCabinet CS data location in the UltraTax CS or Fixed Assets CS
Print
 dialogs prior to printing documents to FileCabinet CS.
Document description / keywords for searching
Enter a description in the text area, or enter the keywords you would use when performing a search in FileCabinet CS.
Rename duplicate names to prevent overwriting
Mark this checkbox to have FileCabinet CS add "Copy 2" to the document name to avoid overwriting an item with the same name.
Open document in FileCabinet CS when complete
Mark this checkbox to open FileCabinet CS after printing, if it is not already open.
Document list
Shows a list of documents you selected to send to FileCabinet CS.
note
You can clear the checkbox for any document that you do not want to print to FileCabinet CS.
Document name
Select
OK
 to accept the name for the selected document, or enter a new name for the document and select
OK
.
Undo button
Undo back arrow
Use this button to revert to the name that FileCabinet CS originally assigned to the highlighted document, image, or object. This button is enabled only when you have entered a name other than the default name.
Add to list button
Plus symbol with a pencil
Use this button to save the current document, image, or object name to a custom list.
Stop button
Use this button to stop the ten-second countdown when the
Automatically accept printed documents after countdown
 checkbox is marked in FileCabinet CS in the
Setup > User Preferences > Misc
 tab.

Automatic document storage countdown area

This area appears at the bottom of the
Document Names
 tab when the
Automatically accept printed documents after countdown
 checkbox is marked in the
Setup > User Preferences > Misc
 tab. When this option is marked, documents are automatically sent to FileCabinet CS after ten seconds, unless you use the
Stop
 button or you select anything else in the dialog.
note
If FileCabinet CS finds duplicate document names when storing documents, documents are not overwritten. FileCabinet CS assigns a unique name to documents that are sent automatically.

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Integration