Opening documents or images

In the
Folders
window, drawers are sorted alphabetically in a list by drawer ID or drawer name. FileCabinet CS enables you to quickly locate folders, documents, and image groups.
  1. Open the drawer in which the document or image is stored.
  2. Double-click an application icon or folder to view the documents, images, and image groups contained in that folder.
    note
    Documents are automatically stored in a folder matching the CS Professional Suite application in which they were created. For example, a client's tax return is stored under the UltraTax CS icon. You can also store documents in additional folders you have specified.
  3. Select the desired document, image, or image group to open it in the
    Watch
    window.
note
If you prefer to find a drawer using the drawer name, you can re-sort the Drawer list by choosing
Setup
User Preferences
and marking the
Present drawers sorted by name
checkbox in the
Drawer List
tab or by selecting the
Sort / Focus
button and selecting
Name
in
Sort drawer list by options
. Then follow the steps above, but enter the first few letters of the drawer name instead of the ID.
tip
  • You can change the view of a document or image.
  • You can view multiple-page documents or multiple images stored in image groups.