FileCabinet CS Documents portlet

The FileCabinet CS Documents portlet is available on the
Firm
,
Staff
, and
Client
dashboards.
If you are licensed for FileCabinet CS, this portlet displays a drawer of your choosing (on the Firm and Staff Dashboards) or the selected client (on the Client Dashboard).
Right-click in the portlet and select
Options
to change the default drawer/data location for the client's drawer.
You can go to a document in the drawer and double-click it to open the document within Practice CS. When you're finished, select the
Back
button to return to the dashboard.
Select the title bar of the portlet to open the FileCabinet CS browser.