FileCabinet CS Document Options dialog

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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:

Note: When you add the portlet to the Client Dashboard, you will be prompted only for the data location.

Follow these steps to change the client drawer that you are viewing in the FileCabinet CS Documents portlet.

  1. Right-click in the portlet and choose Options to open the FileCabinet CS Documents Options dialog.
  2. Select a drawer from the drop-down list in the Drawer field to view it in the portlet.
  3. Click OK save your changes and close the dialog.

See also: FileCabinet CS Documents portlet

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