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Link to documents in FileCabinet CS
- Open theSelect a FileCabinet CS Documentwindow by right-clicking within theLinkstab and selectingAdd FileCabinet CS Document.noteIf you are adding a link from 1 of the setup screens (for example,Clients), you need to select theAddorEditbutton before the right-click menu is available.
- In theSelect a FileCabinet CS Documentwindow, select a data location from the dropdown list in theData Locationfield.
- To locate a drawer quickly, enter its name in the field above the list of drawers and selectGo. Otherwise, you can scroll through the list of drawers until you find the one you want.
- Expand the drawer and select the document you want to link to. You can preview the document in the watch window.
- When you have selected the document, selectOKto create the link.
- By default, each link is named using the document name from FileCabinet CS. You can rename the link by right-clicking it and selectingRename Link.
- If you are in a setup screens (for example,Engagement Templates), you need to use theEnterbutton to save your changes to the setup item.
This article applies to:
- Product: Practice CS
- Subject: Setup