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
- From the UltraTax CSHelpmenu, chooseRepair.
- Go to theMisctab.
- Select theFileCabinet CSoption.
- Mark theCreate an UltraTax CS folder in FileCabinet CS clientscheckbox in thePopulate CS Applicationssection, if desired.
- Select the desired FileCabinet CS data location from theFileCabinet CSfield. This appears as a read-only field if your firm has only one data location.
- Select thePopulatebutton.
From Fixed Assets CS
- From theHelpmenu, chooseRepair.
- Go to theClientstab.
- Select thePopulate FileCabinet CSbutton.
From Practice CS
- Choose and chooseClientsorStaff.
- In theExport ClientsorExport Staffscreen, mark theFileCabinet CScheckbox and mark the checkboxes for the clients or staff you want to export to FileCabinet CS.
- (Optional) To create a Practice CS folder in each new FileCabinet CS client drawer, mark theCreate a Practice CS folder in FileCabinet Clientscheckbox.
- Select theExport Selectedbutton.
