Transmit and retrieve Web Client Organizers with CS Connect

Follow these steps to transmit web client organizers (if licensed for NetFirm CS) with CS Connect.
note
These steps assume that the web organizer has been generated and is ready for transmission.

Transmit web client organizers

  1. Select
    Utilities
    , then
    CS Connect
    .
  2. Set the
    Web Delivery: ($) Transmit organizers
    switch to
    Yes
    .
    note
    • This switch is available only if a web organizer has been created.
    • If you enabled the eSignature feature, this checkbox is named
      Transmit organizers and eSignature documents
      .
  3. Select the
    Web Organizer
    tab.
  4. The pane on the left shows a list of clients with web organizers that you can transmit. To select clients to transmit, highlight the client name and choose the
    Select
    button. To select all the clients for transmission, choose the
    Select All
    button.
    note
    To remove a client from the right pane, select the client name and select the
    Remove
    button. To delete a web organizer, select the client name and select the
    Delete
    button.

Retrieve web client organizers

  1. To retrieve web organizers that have previously been transmitted, set the
    Web Delivery: ($) Retrieve completed organizers
    switch to
    Yes
    in the
    Options
    tab before you connect.
  2. The selected web client organizers will be transmitted to Thomson Reuters during your next Connect session.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close