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This article applies to:

  • Product: UltraTax CS
  • Subject: Setup

Set up and maintain data locations for FileCabinet CS integration

FileCabinet CS integrates with most CS Professional Suite applications, but you'll need to take some steps before you can seamlessly store documents in FileCabinet CS.
  1. Add data locations in FileCabinet CS.
  2. Select the application you need to set up integration with FileCabinet CS.
For ToolBox CS, Accounting CS, and Workpapers CS you don't need to do any additional setup.

Accounting CS and Workpapers CS

If the FileCabinet CS data location is incorrect, missing, grayed out, or you can't use
Browse
 to update the path in the
Setup
 >
File Locations
 or the
Print dialog
, use the following steps to change the FileCabinet CS data location.
  1. Close any open CS Professional Suite applications except FileCabinet CS.
  2. In FileCabinet CS, select
    Setup
     >
    System Configuration
     >
    Data Locations
    .
  3. Select
    Add/Modify Data Location
    .
  4. Select the dropdown arrow.
  5. Select the WinCSI\FcabData folder.
    If you are using Virtual Office (VO) or Software as a Service (SaaS), select the Y:\FcabData folder.
  6. Change the Alias to something that is not already in the list and not "Default".
  7. Select
    OK
     to close the System Configuration window.
  8. Open
    Accounting CS or Workpapers CS
    .
  9. Select
    Setup
     >
    File Locations
     and verify that the FileCabinet CS data location is correct.
  10. Optional: Change the Alias in FileCabinet CS to the original name.

Fixed Assets CS

  1. Select
    Setup
     >
    System Configuration
     >
    Data Location
    .
  2. Select
    Modify Data Location
     and then select the
    FileCabinet CS data location
    .
  3. Select
    OK
     twice to close the windows.

Planner CS

  1. Select
    Tools
     >
    FileCabinet CS Data Directory
    .
  2. Select the data directory.
  3. Select
    OK
    .

Practice CS

  1. elect
    Setup
     >
    System Configuration
     >
    File Locations
    .
  2. In the FileCabinet CS Data Path column, enter the path to the FileCabinet CS data location.
note
Select
Use Default Paths
 to insert the default paths for all columns. If your data locations are different from the default paths, you can change them manually as necessary.

Troubleshooting

FileCabinet CS options missing in Practice CS
The links between FileCabinet CS and Practice CS may break when updating Practice CS. You may notice any of the following:
  • The FileCabinet CS icon is missing from the Practice CS button bar.
  • The FileCabinet CS option is missing from all Print screens.
  • The FileCabinet CS Documents portlets are not available on the Firm, Client, or Staff Dashboards.
note
To resolve this problem, reinstall the FileCabinet CS Desktop Setup on each workstation.
FileCabinet CS location is missing or not available in UltraTax CS or Fixed Assets CS.
  • Close UltraTax CS and/or Fixed Assets CS.
  • In FileCabinet CS and select
    Setup
     >
    System Configuration
     >
    Data Locations
    .
  • Select the correct data location, and select Modify.
  • Enter an alias for the data location.
  • Close FileCabinet CS and re-open UltraTax CS or Fixed Assets CS.
note
  • You may need to retrieve your updated licenses, or reinstall the desktop setup for FileCabinet CS.
  • If your firm is licensed for GoFileRoom in addition to FileCabinet CS, your FileCabinet CS path in UltraTax CS will say "(client)". UltraTax CS can only integrate with one or the other, not both at the same time.

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