Printing to FileCabinet CS

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Reports, forms, and other printable items can be printed to the FileCabinet (if you have purchased FileCabinet CS and have it installed). Use this procedure to send printed items to FileCabinet CS for storage.

Before printing reports, you may want to select the Staple documents when sending to FileCabinet option on the Print tab of the Setup > User Preferences dialog.

  1. Choose File > Print Reports.
  2. In the Print dialog, select the items that you want to print.
  3. Mark the Store image in checkbox and select FileCabinet CS from the drop-down list to the right of that checkbox.
  4. Click the To Cabinet button at the bottom of the Print dialog.

    If you chose to print to both FileCabinet CS and to your printer, click the Print button.

    If you click the Preview button to preview the reports and forms, you can then click the Print All button within the Print Preview window and the program will send the document(s) both to the printer and to the FileCabinet. You may also send a single page to the printer and the FileCabinet by clicking the Print Page button from the Print Preview window.

  5. The FileCabinet Document Names dialog opens and displays a list of the documents being sent to the FileCabinet. If you are sending a document with the same name of one already stored in the FileCabinet, an X will appear next to the document name. To avoid overwriting a document already stored in the FileCabinet, you may use this dialog to rename the document that you are sending.
  6. Click OK to send the document to the FileCabinet and close the FileCabinet Document Names dialog.

Related topics

Printing reports to a File/Email

Printing to GoFileRoom

GoFileRoom Index Mapping [Setup - System Configuration]

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