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Client External Documents dialog

Use this dialog to add or edit links to external resources for the open client. These links are stored with the client's UltraTax CS data and can include files and folders on your local drive or network, or websites or resources on the internet, or documents printed to FileCabinet CS.
To open this dialog, choose Edit, Client External Documents, then Add/Edit Links.

Fields & buttons

This list contains the existing links for the current client.
  • To
    create a new link
    , select the empty row at the bottom of the list and enter the appropriate description, link type, and location in the fields provided. To navigate to a file on your a network or local drive or to specify a document in FileCabinet CS, select the browse button.
  • To
    include Microsoft Excel spreadsheets, Microsoft Word documents, and Adobe PDFs
     as attachments to your client's Web Client Organizer, mark the
    Web Organizer
     checkbox.
  • To
    group links in categories
    , hold CTRL and select the links that you want to group together, then choose the Group Selected button.
  • To
    delete a link or a link group
    , select the item in the list and choose the Delete Selected button. Deleting a link group will not delete the links within that group.
  • To
    make the links available in next year's application
     when you proforma the client's data, mark the
    Proforma
     checkbox.
  • To
    change the order
     in which the links are listed, select the up and down arrow buttons on the right side of the dialog.
To arrange several existing links into a category in the external links list, hold CTRL, select the links you want to group together, and then choose the Group Selected button.
Select a link from the list and choose this button to delete the link. To remove a link group, select the group name and select  this button. Removing the link group does not delete the links within that group.

This article applies to:

  • Product: UltraTax CS
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