Add or edit links to client-specific resources
You can use the
Client External Documents
window to add links to resources that are specific to a certain client. Those links are accessible whenever the client's return is open in UltraTax CS, and can include websites, documents, or other files or folders on your local drive or network, or documents that are stored in FileCabinet CS (if licensed).Do the following to add or edit links to client-specific resources.
- Open the client's return in UltraTax CS.
- You can selectEdit,Client External Documents,Add/Edit Links, or select theClient Propertiesdropdown then selectClient External Documents. The sub-menu lists the existing links that were previously entered for this client. SelectAdd/Edit Linksto create new links or modify existing links.
- In theClient External Documentswindow, you can do the following:
- To create a new link, select an empty row on the list and enter the description, link type, and location in the fields provided. To go to a file on your network or local drive or to specify a document in FileCabinet CS, selectBrowse
. - To include Microsoft Excel spreadsheets, Microsoft Word documents, and Adobe PDFs as attachments to your client's Web Client Organizer, mark theWeb Organizercheckbox.
- To group links in categories, holdCtrland select the links that you want to group together, then selectGroup Selected. You can use the arrows to move the links into and out of existing groups as well.
- To delete a link or a link group, select the item in the list and selectDelete Selected. Deleting a link group won't delete the links within that group.
- To make the links available in next year's application when you proforma the client's data, mark theProformacheckbox.
- To change the order the links are listed in, select the up and down arrows.
- SelectOKto close theClient External Documentswindow. The new links are now available when you selectEditthenClient External Documents.
note
- Like custom links on the homepage, Client External Documents are assigned an icon based on document type. However, you can assign specific icons to groups of documents.
- You can view or open documents from the homepage. To do so, view details for a client in theClient Profilessection, and select the location or icon for a document. To add or edit Client External Documents, selectEditto open theClient External Documentswindow.Printis restricted if the client is password-protected.
