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Printing documents to FileCabinet CS from non- CS Professional Suite applications

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note
The process for storing documents from other CS Professional Suite applications is slightly different.
  1. From within the application in which the document was created, open the document you want to print to FileCabinet CS.
  2. The following steps vary depending on the application from which you are printing documents.
    Storing documents from Microsoft Office applications
    1. From within Word, Excel, PowerPoint, or Outlook, select the
      Print
       button in the Microsoft Office FileCabinet CS toolbar.
      The FileCabinet CS installation process adds FileCabinet CS toolbars to Microsoft Word, Excel, Outlook, and PowerPoint. The buttons in these toolbars allow you to quickly print or embed documents to FileCabinet CS.
    2. In the
      FileCabinet CS Driver Documents
       dialog, select the desired FileCabinet CS data location from the
      FileCabinet CS
       field. This is a read-only field if your organization currently has only one data location.
    3. Indicate the ID of the drawer in which the document should be stored, enter the name of the document as you want it to appear in FileCabinet CS, and choose the document folder in which you want to store the document. To select multiple drawers for the document you are storing, choose
      <<Select multiple drawers>>
       from the
      Drawer ID
       field, select the destination drawers in the
      Select Multiple Drawers
       dialog that opens, and select
      OK
      .
    4. (Optional) Enter search keywords or a document description in the
      Document description / keywords for searching
       field.
    5. Select the
      To Cabinet
       button (or
      Print & FCS
       button if you also marked the
      Printer
       button) to store the document in FileCabinet CS.
    note
    • You can also store documents from Microsoft Office applications via the print command in those applications, as with other applications.
    • To print a copy of an email to FileCabinet CS once it has been sent from Outlook, select File > Options > Add-Ins, select the Add-In Options button, and mark the
      Print copy to FileCabinet CS when email is sent
       checkbox.
    • To print Outlook email attachments to FileCabinet CS, select File > Options > Add-Ins, select the
      Add-In Options
       button, and mark the
      Print attachments to FileCabinet CS when email is printed
       checkbox.
    Storing documents from other applications
    1. Choose
      File
       >
      Print
       (or select the
      Print
       button Printer icon in the toolbar) to open the
      Print
       dialog.
    2. Select
      FileCabinet CS
       (or
      FileCabinet CS Virtual Office
      , if running FileCabinet CS through Virtual Office CS) as the print destination. Some Windows-based applications provide a drop-down list from which you can select the printer; others provide a printer button that can be used to change the print destination.
    3. Select
      OK
       (or select the
      Print
       button, depending on the application).
    4. In the
      FileCabinet CS Driver Documents
       dialog, select the desired FileCabinet CS data location from the
      FileCabinet CS
       field. This is a read-only field if your organization currently has only one data location.
    5. Indicate the ID of the drawer in which the document should be stored, enter the name of the document as you want it to appear in FileCabinet CS, and choose the document folder in which you want to store the document. To select multiple drawers for the document you are storing, choose
      <<Select multiple drawers>>
       from the
      Drawer ID
       field, select the destination drawers in the
      Select Multiple Drawers
       dialog that opens, and select
      OK
      .
    6. (Optional) Enter search keywords or a document description in the
      Document description / keywords for searching
       field.
    7. Select the
      To Cabinet
       button (or
      Print & FCS
       button if you also marked the
      Printer
       button) to store the document in FileCabinet CS.
note
  • If a drawer in which you are storing a document is password protected in FileCabinet CS, you will be prompted to enter the password.
  • Enter a unique drawer ID or select the
    Add drawer
     button in the
    FileCabinet CS Driver Documents
     dialog to add a drawer while printing a document.

This article applies to:

  • PRODUCT: FileCabinet CS