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Populating FileCabinet CS from other CS Professional Suite applications

You can create blank client folders in FileCabinet CS for clients in other CS Professional Suite applications.
note
You can restrict FileCabinet CS access to clients of your choosing in some CS Professional Suite applications.

From UltraTax CS

  1. From the UltraTax CS
    Help
     menu, choose
    Repair
    .
  2. Go to the
    Misc
     tab.
  3. Select the
    FileCabinet CS
     option.
  4. Mark the
    Create an UltraTax CS folder in FileCabinet CS clients
     checkbox in the
    Populate CS Applications
     section, if desired.
  5. Select the desired FileCabinet CS data location from the
    FileCabinet CS
     field. This appears as a read-only field if your firm has only one data location.
  6. Select the
    Populate
     button.

From Fixed Assets CS

  1. From the
    Help
     menu, choose
    Repair
    .
  2. Go to the
    Clients
     tab.
  3. Select the
    Populate FileCabinet CS
     button.

From Practice CS

  1. Choose
    File
    Export
     and choose
    Clients
     or
    Staff
    .
  2. In the
    Export Clients
     or
    Export Staff
     screen, mark the
    FileCabinet CS
     checkbox and mark the checkboxes for the clients or staff you want to export to FileCabinet CS.
  3. (Optional) To create a Practice CS folder in each new FileCabinet CS client drawer, mark the
    Create a Practice CS folder in FileCabinet Clients
     checkbox.
  4. Select the
    Export Selected
     button.

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Integration