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This article applies to:

  • Product: Practice CS
  • Subject: Setup

Link to documents in FileCabinet CS

Use the
Select a FileCabinet CS Document
 window to create a link to a document stored in FileCabinet CS from any
Links
 tab in Practice CS.
  1. Open the
    Select a FileCabinet CS Document
     window by right-clicking within the
    Links
     tab and selecting
    Add FileCabinet CS Document
    .
    note
    If you are adding a link from 1 of the setup screens (for example,
    Clients
    ), you need to select the
    Add
     or
    Edit
     button before the right-click menu is available.
  2. In the
    Select a FileCabinet CS Document
     window, select a data location from the dropdown list in the
    Data Location
     field.
  3. To locate a drawer quickly, enter its name in the field above the list of drawers and select
    Go
    . Otherwise, you can scroll through the list of drawers until you find the one you want.
  4. Expand the drawer and select the document you want to link to. You can preview the document in the watch window.
  5. When you have selected the document, select
    OK
     to create the link.
note
  • By default, each link is named using the document name from FileCabinet CS. You can rename the link by right-clicking it and selecting
    Rename Link
    .
  • If you are in a setup screens (for example,
    Engagement Templates
    ), you need to use the
    Enter
     button to save your changes to the setup item.

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