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Virtual Office CS or Software as a Service setup guide
Use this step-by-step guide to install and customize Virtual Office CS or Software as a Service (SaaS) for your firm's needs.
important
- We recommend that you identify aproduct championin your firm to be your go-to person for Virtual Office CS or SaaS.
- You'll need administration rights to do these steps.
Complete the following steps in order:
Required steps
Step 1: Work with your tech to configure your environment
- Work with your tech to make sure your environment meets our system requirements.
- Set your antivirus and firewall preferences to stay protected without compromising performance, function, or stability.
Step 2: Sign in, add NetStaff CS accounts, and enable permissions
- Sign in to netlinksolution.com as the Firm Administrator using the credentials provided in the welcome email we sent you.noteThe subject line of the email is “Action Required: Welcome to Web Services.”
- SelectAdmin, go to the NetStaff CS section, then selectUsers.
- Select your name from the list.
- Go to the Permissions section and then selectEnablefor Virtual Office CS or SaaS.
- Sign out then sign back in.noteYou'll need to do this to view applications.
- To add sign-ins for other staff members, go to the Users list and selectAdd.
- In theAdd NetStaff CS Userswindow, select the method you want to use to create staff.
- Once the staff members are added, go to the Permissions section and selectEnablefor Virtual Office CS or SaaS for each member.
- If you want to give them administrative rights, selectEnablefor Administration.
- Install the Azure Virtual Desktop package on all computers that need to work in Virtual Office CS or SaaS applications.
- On the main dashboard page ofNetStaff CS, follow the instructions forInstall Azure Virtual Desktopon your screen and selectDownload Azure Virtual Desktop Installer.noteIf you don't see this link, you don’t have access to applications throughVirtual Office CS or SaaSpowered by Microsoft Azure Virtual Desktop.
- Locate the installation file and run it.noteThe installer will add the following on your computer:
- Azure Remote Desktop. This enables the launching ofVirtual Office CS or SaaSapplications.
- TerminalWorks TSPrint. This improves print performance.
- TerminalWorks TSScan enables scanning inVirtual Office CS or SaaS. It is needed if you use the scanning features within applications such as FileCabinet CS, Workpapers CS, or UltraTax CS.
- Follow the installation instructions on-screen.
- SelectInstallthenFinish.
- Set your default printer
- For Windows computers, open your Start Menu and scroll to findTerminalWorks.
- SelectTerminalWorks, then openOptions.
- After the Options window opens, select your preferred printer as theDefault Printer.
- SelectApplyto save your changes.
- When you print, selectTSPrint Defaultas the printer if you print with aVirtual Office CS or SaaSapplication powered by Azure Virtual Desktop.importantIf you use FileCabinet CS, you'll need to install the FileCabinet CS Print Driver.
- Set your default scanner
- For Windows computers, open your Start Menu and scroll to findTerminalWorks.
- SelectTerrminalWorks.
- OpenTSScan Client Settings.
- ChooseSelect Default Scannerto set your preferred scanner.
Step 3: Migrate data
It's important to have a plan in place before migrating data to Virtual Office CS or SaaS. Here are a few tips:
- FileCabinet CS data usually takes the most planning.
- Your local C:\ drive will show as the V:\ drive in the Virtual Office and SaaS environments.
For the complete migrating instructions, refer to Migrating data to Virtual Office CS or SaaS.
Step 4: Use your products
Virtual Office CS or SaaS provides remote access to the applications your firm is licensed for. In the Virtual Office CS or SaaS environment, the applications behave similarly to when they're installed locally, with a few exceptions.
Recommended steps
Set up your email account in Virtual Office or SaaS
Microsoft Exchange
Microsoft Exchange is an email service option available in Virtual Office CS or SaaS. You can access email using Microsoft Outlook in your environment. You'll need a domain name to enable Microsoft Exchange. Once the account is active, you can sync email messages with phones and tablets using ActiveSync.
tip
If you use Microsoft Exchange through Virtual Office CS or SaaS, your incoming email messages are filtered through our spam firewall. When an email message is classified as spam, a
Spam Quarantine
account is created automatically for your email address. POP3 or IMAP
If you're not using Microsoft Exchange on Virtual Office CS or SaaS, a POP3 or IMAP email account is required in Outlook on Virtual Office CS or SaaS to send emails from hosted applications. Outlook on Virtual Office CS or SaaS needs to be open to send the email message immediately or it will be saved in the outbox and sent when Outlook is opened next.
Create a Sender Policy Framework (SPF) Record for your Domain
Firms who use e-file acknowledgement emails, Web Organizers, NetClient CS, or Microsoft Exchange are encouraged to add an SPF record to their domain name. An SPF record will increase successful email delivery rates and help prevent email notifications from being filed as spam.