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Backup Client: Maintain Password dialog

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Use this dialog to verify whether client data that is password protected in another CS Professional Suite application should be assigned the same password when stored in FileCabinet CS.
This dialog opens when the following conditions are met.
  • Client data for which automatic backup options have been enabled is closed in another CS Professional Suite application or proforma'd in UltraTax CS.
  • The client data is password protected in the source application, but either is not password protected in FileCabinet CS, or a drawer does not yet exist for the client data in FileCabinet CS.
note
You can configure FileCabinet CS so that this dialog does not appear by clearing the
Prompt to assign drawer password to FileCabinet CS
 checkbox in the
Misc
 tab of the
User Preferences
 dialog.
A similar dialog, the
Maintain Client Password
 dialog, performs the same function for clients when you send documents manually from the source application to FileCabinet CS.

Fields & buttons

Client ID
Displays the client ID of the client in whose folders the data or document will be stored.
Client name
Displays the name of the client in whose folders the data or document will be stored.
Assign the same password . . .
Mark this checkbox if you wish to assign the same client password to the drawer in FileCabinet CS that corresponds to the client being backed up in the source application.
Master password is required
Enter the master password in this field. This field is available only when the
Limit users of drawer passwords
 option is selected when using standard security options in FileCabinet CS.
In the future . . .
Mark this checkbox if you do not wish to be prompted for password assignment verification each time you store a password-protected client's data in FileCabinet CS.

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Integration