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Change folder names and file names for files that staff send to NetClient CS from FileCabinet CS, GoSystem Tax RS, and UltraTax CS

NetFirm CS administrators who have access to Utilities can now change folder names and file names for files that staff members send to NetClient CS from FileCabinet CS, GoSystem Tax CS, and UltraTax CS. The items that you can modify vary depending on the application from which staff members send files to NetClient CS.
Do the following to make changes to folder name and files names.
  1. In the Admin tab of the navigation pane, go to the Utilities section and select
    Document Settings
    .
  2. Select the appropriate tab. The following table describes the changes you can make to the folder structure, folder names, and names of files that are sent to NetClient CS from each application.
    FileCabinet CS
    You can rename top-level folders. (The names of subfolders are determined by FileCabinet CS; you can't change them.)
    GoSystem Tax RS
    • You can rename parent folders, sub-folders, and file names. In addition to changing the text of the file names and folder names, you can add variables to them.
    • You can remove subfolders from the folder structure.
    UltraTax CS
    • You can rename parent folders, sub-folders, and file names. In addition to changing the text of the file names and folder names, you can add variables to them.
    • You can remove subfolders from the folder structure.
    • You can modify the naming convention for amended files.
  3. To modify a folder name or file name, put your cursor in the field for the folder or file and then add or delete text. You can also select
    Variables
     from the Available Variables dropdown. (Note that you can't add variables to the folder names in the FileCabinet CS tab.)
  4. To remove a folder from the folder structure, highlight the name of the folder and delete it.
  5. Select
    Enter
    .
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