Storing documents in FileCabinet CS from our applications
Documents are stored in FileCabinet CS through the Print dialog in other CS Professional Suite applications.
- From within the application in which the document was created, open thePrintdialog. (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 to open thePrint Returnsdialog.
- Mark theStore image in FileCabinet CSorFileCabinet CScheckbox (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.
- Select the documents to store and/or print.
- Select theTo Cabinetbutton orPrintbutton at the bottom of the dialog.
- In theFileCabinet CS Documentsdialog, 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 theStore image in FileCabinet CSorFileCabinet CSfield. This appears as a read-only field if your firm currently has only one data location.
- SelectOKto store the document in FileCabinet CS.
note
- To store a document in FileCabinet CS and print a copy simultaneously, mark both thePrintercheckbox and theStore image in FileCabinet CSorFileCabinet CScheckbox, and select thePrintbutton.
- If you have a scanner, you can scan documents created other applications and store the scanned image in FileCabinet CS.
