Overview of drawer notes

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Use the drawer note feature to enter a note about the current drawer. FileCabinet CS will share note data with UltraTax CS, Fixed Assets CS, and Practice CS. As long as a TIN is entered in the Drawer Properties dialog (for data sharing purposes), you will see a separate note tab for each application that you have installed. If no TIN is entered in the Drawer Properties dialog, you will see only the FileCabinet CS tab.

Note: For information on adding notes to individual pages within documents, see Overview of page notes.

To view notes for a drawer, select a drawer from the drawer list. Drawer notes are displayed in the upper right corner of the FileCabinet CS watch window.

Each tab shows the date and time of the last update to the drawer note as well as the user ID of the last person who made a change. The tab of the current application appears first.

Adding and editing drawer notes

Click the Add note button to insert the date, time, and user ID for the new note. You do not have to click this button to add a note; you can just enter text as necessary in the drawer note text area.

To edit a note, click in the drawer note area. When the cursor is active in this area, you can add identifier text by choosing Edit > Insert, and then choosing Identifier, Date, Date/Time, or User ID.

Viewing drawer note properties

Click the Properties Properties button button to view the note properties for the current tab. Each time a drawer note is modified, a line is added to the history to indicate the user ID, the application where the change occurred, and the date and time the change was made. Each application tab will contain separate note properties.

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