FileCabinet CS toolbar

The FileCabinet CS toolbar is located at the top of your screen and is composed of buttons that you can click to quickly perform common tasks. If you don't know what a button does, you can position the mouse pointer over the button to view basic information.
Button
Function
Person with a plus sign
New Drawer
: Opens the
New Drawer
dialog, where you can add a drawer.
Keyboard shortcut: CTRL+N
Open book
Drawer Properties
: Opens the
Drawer Properties
dialog, where you can change the name of the selected drawer, enter the TIN to enable sharing of drawer notes with other CS Professional Suite applications, enter an email address to populate the To field when sending documents from within the
Send to Email
dialog, add or edit the drawer password, add drawers to one or more families, edit drawer families, view drawer statistics, assign status for use with the Drawer list sort and focus features, and designate the client associated with the open drawer as a contributor to NetStaff CS or NetClient CS, if licensed.
Scanner
Scan Image
: Opens the
Scan Pages
dialog, where you can scan documents for storage. Scanning requires a TWAIN- or WIA-compliant scanner. This button appears only when a TWAIN- or WIA-compliant scanner is installed on your computer.
Two open folders
Document/Folder Properties
: Displays properties for a document that is selected in the
Folders
window, including the name, date printed, and folders in which the document is stored. Also allows you to store the document in additional folders.
When you highlight a folder in the
Folders
window, this button opens the
Folder Properties
dialog, where you can view the folder name and other statistics. You can select the
stats
button to view the total size of the contents of the folder, the number of documents by type, the number of backups, and the number of archives.
Red X
Delete Document
: Deletes the selected document.
Arrow pointing back to a paper
Back
: Returns to the last screen you viewed.
Keyboard shortcut: ALT+Left Arrow
Arrow pointing forward to a paper
Forward
: Moves forward to the next screen.
note
This button is available only after you select the
Back
button.
Keyboard shortcut: ALT+Right Arrow
Printer
Print
: Opens the
Print
dialog, from which you can print forms and other documents.
Keyboard shortcut: CTRL+P
Print with an I
Print Current Page
: Prints the current page of a form or document.
Keyboard shortcut: CTRL+ALT+1
Arrow pointing to open letter
Send to Email
: Opens the
Send to Email Recipient
dialog, from which you can email documents as PDF files. You can also select the adjacent arrow to open either the
Send to Email Recipient
dialog or the
Send to File Location
dialog.
Red plug
CS Connect
: Opens the
CS Connect
dialog, through which you can place a call to our network of secure data centers to download updates, licenses, and source-document data. You can also transmit data to NetClient (if licensed) or transmit documents for source-document processing.
Keyboard shortcut: CTRL+K
NetFirm icon
Opens the NetFirm CS login page.
note
This button is available only if your firm is licensed for NetClient CS.
White question mark over a blue circle
Help
: Opens Help and Support, where you can find answers to your FileCabinet CS questions.
UT Source Data Entry utility
Source Data Entry
: Opens the
UltraTax CS Source Data Entry
utility, where you can compare source data with the original tax-source document in FileCabinet CS.
note
This button is available only when you select an image or image group in the
Folders
window and you are licensed for source-document processing and for UltraTax CS.
Four arrows pointing in different arrows
Fit Page to View Size
: Shows the entire document in the
Watch
window. Select this button again to return the document to its previous size.
Magnifying glass
Cycle Zoom
: Cycles through the available size options for the current document. Selecting several times will cycle through magnifications of 25, 50, 100, 200, and 400 percent.
Keyboard shortcut: CTRL+M
Object rotating to the left
Rotate Left
: Rotates the view of an image 90 degrees counterclockwise. This button is available only when viewing a document or other image file that was scanned directly into FileCabinet CS.
Keyboard shortcut: CTRL+R
Double arrow to the left
First Page
: Use this button to view the first page of a multiple-page document.
note
This button is not available if the current document consists of only one page.
Single arrow to the left
Previous Page
: Use this button to view the previous page of a multiple-page document.
note
This button is not available if the current document consists of only one page.
Single arrow to the right
Next Page
: Use this button to view the next page of a multiple-page document.
note
This button is not available if the current document consists of only one page.
Double arrow to the right
Last Page
: Use this button to view the last page of a multiple-page document.
note
This button is not available if the current document consists of only one page.
Home icon
Home Page
: Opens the
FileCabinet CS Home Page
.
Keyboard shortcut: CTRL+J