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Printing

Cannot Print to FileCabinet CS, only GoFileRoom or Onvio Documents

If you're trying to print to FileCabinet CS but only have the Onvio Drive or GoFileRoom option available, you have more than one Document Management license installed. If license files exist for FileCabinet CS, GoFileRoom and/or Onvio, you can't utilize these options simultaneously. The order of precedence is as follows:
  1. Onvio
  2. GoFileRoom
  3. FileCabinet CS
Depending on what licenses you have, so the following.

Onvio licenses

If you have the Onvio licenses, select
Setup
, then
System Configuration
. Go to the
Onvio
 tab and select the app you want in the
Document management
 field.

GoFileRoom and FileCabinet CS licenses

  • For the current version of UltraTax CS:
    • If licensed for both GoFileRoom and FileCabinet CS, you can select which document management system to integrate with by going to
      Setup
      ,
      Office Configuration
      , then
      GoFileRoom
       tab.
  • For versions prior to 2023 UltraTax CS:
    • If licensed for both GoFileRoom and FileCabinet CS, GoFileRoom is the default document management system. You must remove the GoFileRoom license in order to print to FileCabinet CS or view the FileCabinet CS tab under the Setup menus.
  • If you use Virtual Office or Software as a Service, please contact Support for assistance with these licenses.

License file locations

The Onvio and GoFileRoom file locations and names are listed below. These files can be moved to a separate folder while testing or deleted altogether if not needed. Each license file name below has a 3-character extension that varies.
  • Accounting CS file locations
    The following file is located in the X:\WinCSI\LICENSES (X represents the drive on which the application is installed) folder.
    Onvio license file: ONACSNAME
  • Fixed Assets CS file locations
    The following files will be located in the X:\WinCSI\LICENSES (X represents the drive on which the application is installed) folder.
    Onvio license file: DDXNAME
    GoFileRoom license file: DGFNAME
  • Practice CS file locations
    The following file is located in the X:\WinCSI\LICENSES (X represents the drive on which the application is installed) folder.
    Onvio license file: ONPRCSNAME
  • UltraTax file locations
    The following files will be located in the X:\WinCSI\LICENSES or X:\WinCSI\LICENSES\UTYY (X represents the drive on which UltraTax is installed and YY corresponds to the version of UltraTax CS) folder.
    Onvio license file: IYDXNAME (Y will correspond to the year of the UltraTax CS).
    GoFileRoom license file: IYGFNAME (Y will correspond to the year of the UltraTax CS).

This article applies to:

  • Product: UltraTax CS
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