Storing documents in FileCabinet CS from our applications

Documents are stored in FileCabinet CS through the Print dialog in other CS Professional Suite applications.
  1. From within the application in which the document was created, open the
    Print
    dialog. (For details on printing from other CS Professional Suite applications, refer to the help for the application from which you are printing.) If you are printing from UltraTax CS, choose
    File
    Print Returns
    to open the
    Print Returns
    dialog.
  2. Mark the
    Store image in FileCabinet CS
    or
    FileCabinet CS
    checkbox (varies depending on the application). If necessary, select the desired FileCabinet CS data location from the adjacent drop-down list. This list appears as a read-only field if your firm currently has only one data location.
  3. Select the documents to store and/or print.
  4. Select the
    To Cabinet
    button or
    Print
    button at the bottom of the dialog.
  5. In the
    FileCabinet CS Documents
    dialog, enter the name of the document as you want it to appear in FileCabinet CS (if different from what is displayed). If appropriate, select the desired FileCabinet CS data location from the
    Store image in FileCabinet CS
    or
    FileCabinet CS
    field. This appears as a read-only field if your firm currently has only one data location.
  6. Select
    OK
    to store the document in FileCabinet CS.
note
  • To store a document in FileCabinet CS and print a copy simultaneously, mark both the
    Printer
    checkbox and the
    Store image in FileCabinet CS
    or
    FileCabinet CS
    checkbox, and select the
    Print
    button.
  • If you have a scanner, you can scan documents created other applications and store the scanned image in FileCabinet CS.