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Cannot Print to FileCabinet CS, only GoFileRoom or Onvio Documents
If you're trying to print to FileCabinet CS but only have the Onvio Drive or GoFileRoom option available, you have more than one Document Management license installed. If license files exist for FileCabinet CS, GoFileRoom and/or Onvio, you can't utilize these options simultaneously. The order of precedence is as follows:
- Onvio
- GoFileRoom
- FileCabinet CS
Depending on what licenses you have, so the following.
Onvio licenses
If you have the Onvio licenses, select
Setup
, then System Configuration
. Go to the Onvio
tab and select the app you want in the Document management
field.GoFileRoom and FileCabinet CS licenses
- For the current version of UltraTax CS:
- If licensed for both GoFileRoom and FileCabinet CS, you can select which document management system to integrate with by going toSetup,Office Configuration, thenGoFileRoomtab.
- For versions prior to 2023 UltraTax CS:
- If licensed for both GoFileRoom and FileCabinet CS, GoFileRoom is the default document management system. You must remove the GoFileRoom license in order to print to FileCabinet CS or view the FileCabinet CS tab under the Setup menus.
- If you use Virtual Office or Software as a Service, please contact Support for assistance with these licenses.
License file locations
The Onvio and GoFileRoom file locations and names are listed below. These files can be moved to a separate folder while testing or deleted altogether if not needed. Each license file name below has a 3-character extension that varies.
note
Moving and deleting license files are only necessary for UltraTax CS 2022 and prior. We added an enhancement in UltraTax CS 2023 that allows you to select your preferred document management system without having to manipulate the files.
- Accounting CS file locationsThe following file is located in the X:\WinCSI\LICENSES (X represents the drive on which the application is installed) folder.Onvio license file: ONACSNAME
- Fixed Assets CS file locationsThe following files will be located in the X:\WinCSI\LICENSES (X represents the drive on which the application is installed) folder.Onvio license file: DDXNAMEGoFileRoom license file: DGFNAMESupport: The IYGFNAME file(s) may also need to be deleted.
- Practice CS file locationsThe following file is located in the X:\WinCSI\LICENSES (X represents the drive on which the application is installed) folder.Onvio license file: ONPRCSNAME
- UltraTax file locationsThe following files will be located in the X:\WinCSI\LICENSES or X:\WinCSI\LICENSES\UTYY (X represents the drive on which UltraTax is installed and YY corresponds to the version of UltraTax CS) folder.Onvio license file: IYDXNAME (Y will correspond to the year of the UltraTax CS).GoFileRoom license file: IYGFNAME (Y will correspond to the year of the UltraTax CS).
note
More than one Onvio or GFR license file may exist for more than one year of UltraTax CS. To locate each applicable license file, utilize the search bar within the WinCSI\LICENSES folder to search for **DXNAME.* and **GFNAME.* to locate all Onvio and GoFileRoom license files.
Internal use only
Virtual Office CS or SaaS firms
The licenses listed above can be renamed by a Web Services Resolver or Representative so firms on VO/SaaS can continue to use FileCabinet or Onvio for printing. If you need to visit the Resolver, provide them with the Licenses that need to renamed per the above information.
If the firm does not plan on using those licenses for a long period of time, enter a generic Web Service Admin ticket so the licenses do not regenerate automatically. The firm will need to contact Support again when they want to be removed from that list, submit another generic Web Service Admin ticket to remove them.
License file extensions: Each license file will have a 3-character extension. The most common extension is .DAT, but there are other possibilites such as .VAT and number/letter combinations. Firms may also have several copies of these licenses present with differing extensions.