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Send to Email Recipient or Send to File Location dialog

Use the
Send to Email Recipient dialog
 to send client data, documents, system settings, product settings, or updates to an encrypted file which UltraTax CS will attach to a blank email message. This file can also be password-protected.
To open the Send to Email Recipient dialog, choose File then Send to and select Email Recipient.
Use the
Send to File Location dialog
 to send client data, documents, system settings, product settings, or updates to an encrypted file which you can password protect for additional security. UltraTax CS will create this file in the folder which you specify in this dialog.
To open the Send to File Location dialog, choose File then Send to and select File.

Fields & buttons

Select the type of item you want to send to file from this drop-down list.
  • Select
    Clients
     to send client data.
  • Select
    Documents
     to send client documents.
  • Select
    System settings
     to send System settings data.
  • Select
    Product settings
     to send Product settings data.
  • Select
    Updates
     to send application updates downloaded via CS Connect. If you select
    Updates
    , all fields in the Focus group box are not available because all application updates must be sent together to ensure compatibility.
All items that meet the criteria defined in the Focus group box are listed here.
Lists all items selected to send to file or email.
Mark this checkbox to check out the selected clients' data. By checking out a client's data, you can avoid problems that result from multiple people accessing the same client data simultaneously.
For example, you might mark this checkbox when you take a client's data home or to another office location. If anyone attempts to open the client while you have the data checked out, they will receive a dialog stating that the data is currently checked out. If the person chooses to open the client anyway, this checkbox will be cleared.

Focus group box

Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
Select this button to toggle between the most recent custom focus selection and the default selection.
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, select the Modify button to open the Modify Event Focus dialog.
Select this button to change the selection in the adjacent field.

Password data protection

If desired, enter the password you want to use to password protect the file to which the selected items will be sent. Enter the same password in the
Verify
 field.
Enter the password that you entered in the
Password
 field again to verify that it is correct.
Displays the location to which the file will be sent. Note that you can't send this file to your C:/ drive. You must modify the location to a folder or network drive. To change this location, select the Modify Destination button, navigate to the appropriate location, and select OK.
To change the location to which the file(s) will be sent, select this button. Then navigate to the desired folder, and select OK.

This article applies to:

  • Product: UltraTax CS
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