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Integrate with CS Professional Suite

FileCabinet CS Documents portlet

Select the portlet

The FileCabinet CS Documents portlet is available on the Firm, Staff, and Client Dashboards.
If you're licensed for FileCabinet CS, this portlet displays a drawer of your choosing (Firm and Staff Dashboards) or the selected client (Client Dashboard).
  • Right-click within the portlet and choose
    Options
     from the context menu to change the default drawer and data location for the client's drawer.
  • Double-click a document in the drawer to display it in the
    FileCabinet document viewer
    . When you've finished viewing the document, select
    Back
     on the toolbar to return to the dashboard.
  • Select the portlet name in the title bar to open FileCabinet CS.

Set options for the portlet

The first time that you add the FileCabinet CS Documents portlet to a dashboard, you must set up the location where the FileCabinet CS data is stored so that it can be displayed in the portlet.
When you add the portlet to the Firm Dashboard or the Staff Dashboard, you will be prompted for the following information:
  • Data Location
     - the folder where FileCabinet CS data is stored (typically C:\WINCSI\FcabData, where C: is the drive where you installed FileCabinet CS).
  • Drawer
     - the drawer from FileCabinet CS you want to display.
Follow these steps to change the client drawer that you're viewing in the FileCabinet CS Documents portlet.
  1. Right-click in the portlet and select
    Options
     to open the
    FileCabinet CS Documents Options
     dialog.
  2. Select a drawer from the dropdown in the
    Drawer
     field to view it in the portlet.
  3. Select
    OK
     save your changes and close the screen.

This article applies to:

  • Product: Accounting CS