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Virtual Client Office

Change a NetClient CS user's access to FileCabinet CS and Microsoft Office applications

  • FileCabinet CS gives a safe storage location for your clients' electronic documents.
  • The following Microsoft Office applications are available through Virtual Client Office:
    • Excel
    • OneNote
    • Outlook
    • PowerPoint
    • Publisher
    • Word
Follow these steps to give a NetClient CS user access to FileCabinet CS and/or Microsoft Office applications.
  1. In the
    Admin
     tab of the navigation pane, go to the NetClient CS section and select
    Users
    .
  2. In the Users list, go to
    Find
     and enter any part of the user's name or sign in information to locate the user and then select the user's name.
    Delete your entry in
    Find
     to view the full list of users.
  3. Select
    Enable
     for Virtual Client Office (CS).
  4. In the Product pane, mark the checkboxes for the applications the user needs to access.
  5. In the Data Location pane, select one of the following options:
    1. Private.
       Select this option if the client won't share FileCabinet CS and/or Microsoft Office application data with any other NetClient CS users or profiles.
    2. Client.
       Select this option if the client will access the same FileCabinet CS and/or Microsoft Office application data as a former user of hosted CBS (a discontinued application). 
    3. Profile.
       Select this option if the client will share FileCabinet CS and/or Microsoft Office application data with other NetClient CS users. In the Profile pane, mark the checkbox for the correct profile. (To add a profile, select
      Add Profile
      , enter a name for the profile, and then select
      Create
      .)
    If you need to change a NetClient CS user's data location (Private, Client, or Profile), you'll need to back up the client's FileCabinet CS and/or Microsoft Office application data, change the data location, and then restore the data into FileCabinet CS and/or the Microsoft Office application.
  6. Select
    Enter
    .
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