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FileCabinet CS Driver Documents / Driver Document Names tab

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Use this dialog to confirm the documents and document names to be sent to FileCabinet CS from other applications.
This dialog opens automatically when documents are sent to FileCabinet CS from the
Print
 dialog in another application, such as Microsoft Word or Excel. This dialog also opens when you print documents to FileCabinet CS from within FileCabinet CS by using the
FileCabinet CS
 option in the
Print
 dialog, or when you print a static copy of an embedded object by choosing
File
Print Static Copy
.

Fields & buttons

Printer checkbox
Mark this checkbox to print the document to the selected printer.
Printer button
Use this button to open the
Select Printer
 dialog, where you can choose which printer to print to.
FileCabinet CS checkbox / data location
Mark this checkbox to store the document in FileCabinet CS in the location that appears in the
FileCabinet CS
 field. If your firm uses multiple FileCabinet CS data locations, you can choose another location from the adjacent drop-down list.
Open document in FileCabinet CS when complete
Mark this checkbox to open the document in FileCabinet CS after printing.
Select drawer or enter new ID
Choose the ID or name of the drawer in which you want to store the document.
You can also add a drawer by entering a Drawer ID in this field and pressing ENTER or by selecting the
Add Drawer
 button Person with a plus symbol to open the
Add Drawer to FileCabinet CS
 dialog.
Add Drawer button
Person with a plus symbol
Use this button to open the
Add Drawer to FileCabinet CS
 dialog, where you can enter the new drawer ID and drawer name.
Document name
In this field, you can change the name of the document to be stored. For example, if you do not wish to overwrite an existing document in FileCabinet CS, you can use this field to rename the new document.
note
You can choose
Select document name from current drawer
 from this field to open the
Select Name
 dialog, from which you can choose an existing name for the document you are sending.
Undo button
Undo back arrow
Use this button to revert to the name originally assigned to the document. This button is enabled only when you have entered a name other than the default document 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.
Document folders
Mark the checkbox for each folder that should contain a copy of the document.
note
  • Folders used in the current drawer appear at the top of the folder list, followed by a separator line, and then followed by the list of remaining folders (those not in the current drawer).
  • Monthly recurring folders (MM/YYYY) are organized as subfolders grouped by year.
  • Subfolders appear beneath their designated parent folder.
Document description / keywords for searching
Enter a description of the document in the text area, or enter the keywords you would use to find this document when performing a search in FileCabinet CS.

Automatic document storage countdown area

This area appears at the bottom of the
Driver 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 stop the countdown by selecting the
Stop
 button, or by selecting anything else in the dialog.
note
If FileCabinet CS finds duplicate document names when automatically storing documents, documents are not overwritten. FileCabinet CS assigns a unique name to documents that are automatically sent.

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Integration