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Document Presentation

Document Presentation administration

Through NetClient CS, you can provide your clients with secure, static PDF files for them to view, download, and print. For example, you can deliver electronic copies of documents, such as tax returns, financial statements, and payroll reports, in a secure environment without jeopardizing privacy.
You can send documents to NetClient CS from FileCabinet CS, GoSystem Tax RS, and UltraTax CS. You can print files to FileCabinet CS from any locally installed application.
When you send files to NetClient CS, the user can find the files through links under the Documents heading in the navigation pane. The links are named by the entity. The NetClient CS user will find a New indicator to the right of the link that includes the new file and they can follow the New indicators through the folder structure to the new file.
You can also give your staff access to specific clients' documents through NetStaff CS. NetStaff CS users can access the documents by selecting
Document Presentation
 in the Documents section of the NetStaff CS tab of the navigation pane.

Give firm files to NetStaff CS users through Document Presentation

You can give staff members access to firm documents through NetStaff CS. For example, you can create a drawer in FileCabinet CS named β€˜STAFF,’ designate the drawer as a NetClient CS contributor, place firm documents in the drawer, and give NetStaff CS users access to the drawer.

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