Index for FileCabinet CS

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A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

A

About FileCabinet CS

Access privileges

changing for unknown users

list of

overview of advanced security options

setting for advanced user/group security

Adobe Reader

using to view PDFs in FileCabinet CS

Advanced security options

enabling

overview of

Annotations

adding audio

adding image

adding pencil

adding to the Stamp Library

assigning shortcuts

changing audio properties

deleting

displaying on documents sent to NetClient CS

editing audio

exporting audio

overview of

playing audio

positioning

recording audio

retrieving from Stamp Library

text and highlighting

Archiving

choosing maximum size

choosing media type

creating archive

deleting archive information

documents

media type

overview of

repairing archive

restoring archived documents

setting archive location

setting maximum volume size

viewing archives

Audio annotations

adding

adding to stamp library

changing properties

editing

exporting

importing existing audio clip

playing

recording new

retrieving from Stamp Library

B

Banner pages

modifying options for

C

Checkpoint

accessing

Client email addresses

viewing and editing

Clients

backing up

populating from other CS Professional Suite applications

Communication

overview of CS Connect

setting up communication configuration (CS Connect )

Configurable files

transferring

Connect

call immediately

schedule a call

Conversion utility

converting drawer data with

Copyright information

CS Connect

deleting and reinstalling software updates

downloading and applying software updates

downloading and installing updated licenses

frequently asked questions about

overview

setting communication options

testing connections

troubleshooting connection issues

troubleshooting software update errors

CS Support

calling

using

D

Data in FileCabinet CS

backing up

changing folder in which data is stored

compacting

converting

denying FileCabinet CS access to

maintaining locations

merging from backup copy

paths

restoring from backup copy

viewing data location stats

Data sharing

denying access to

Date-specific document folders

using

Display area

sharing

Display windows

overview of

Document folders

adding

deleting

renaming

Document names

changing Folders window text color for

maintaining in list for frequent use

Documents

adding names to custom list

adding to folder

annotating

archiving

changing view of

copying or moving

creating as embedded objects

defined

deleting from FileCabinet CS

designating for NetClient CS

displaying annotations for documents to NetClient CS

displaying hidden

drag and drop to copy or move

finding

forcing re-transmission to NetClient CS

hiding

magnification

managing multiple

opening

printing

refiling

renaming

scanning

storing from CS Professional Suite applications

storing from non-CS Professional Suite applications

transmitting to NetClient CS

viewing archived

viewing multiple-page

viewing properties

zooming in or out

Downloading and installing licenses via CS Connect

Dragging and dropping documents

from FileCabinet CS

into FileCabinet CS

Drawer contents

report

Drawer families

automatic drawer family creation

creating

Drawer list

repairing

sorting and focusing

Drawer notes

adding

overview

undoing changes

Drawer statistics

viewing

Drawers

$GLOBAL

adding

adding notes to

assigning status to

changing drawer ID

compacting drawer data files

converting drawer data

copying between data locations

creating

creating blank folders from other programs

creating families

deleting

designating for NetClient CS

displaying open drawer only

entering passwords

event history

finding

optimizing data files for

removing from families

renaming

repairing the drawer list

repairing the family list

searching

sorting and focusing

statistics

undoing changes to drawer notes

viewing properties

NetClient CS

choosing folders for transmission

designating documents for

designating drawers as contributors

displaying annotations on NetClient CS documents

forcing re-transmission of documents

overview

transmitting documents to

CS Connect

deleting and reinstalling software updates

downloading and applying software updates

downloading and installing updated licenses

frequently asked questions about

overview

setting communication options

testing connections

troubleshooting connection issues

troubleshooting software update errors

CS Support

calling

E

Email

adding signatures

deleting signatures

editing signatures

maintaining system-generated email text

sending documents to email recipients

sending images to email recipients

Embedded objects

creating new

overview

creating from existing files

creating new

editing

undoing changes to

Error messages in CS Connect

description of

Event History

limiting log size

overview

F

Families

automatic drawer family creation

creating

removing drawers from

Family list

repairing

File locations

managing

File locks

clearing

Finding documents

Flash Player

requirements

Folder statistics

viewing

Folders

adding

adding documents to

available types

copying image files to

creating from other programs

defined

deleting

designating for NetClient CS

editing

recurring

renaming

statistics

using date-specific

viewing properties

window

Fonts

changing for drawer and page notes

Frequently asked questions

for CS Connect

for FileCabinet CS

G

Getting Started guide in PDF

Global drawer

Groups

adding

changing membership

deleting

editing

H

Help

calling CS Support

on using FileCabinet CS

via help topics

via the website

viewing or printing PDF guides

Hidden documents folder

Hiding older documents

Highlighter annotations

History

Home Page

adding custom links within the

I

Icons

Image groups

adding

adding to folder

deleting

editing

moving existing images to

opening

printing

renaming

viewing

viewing properties

Images

adding image annotations

adding to folder

changing folder view of

copying from files

opening

printing

renaming

rotating

sending file or email recipient

viewing properties

Importing files

Installation issues

Integration with other applications

embedding Microsoft Office documents

extracting 1040 tax-source data for data sharing in UltraTax CS

populating FileCabinet CS from CS Professional Suite applications

storing documents from CS Professional Suite applications

storing documents from third-party applications

K

Keyboard shortcuts

L

Labeling tax-source data

License information

Licenses

creating FileCabinet CS license disk

obtaining via CS Connect

Limiting Event History log size

M

Magnification

Managing image groups

Master password

Menu information

Merging drawer data

Multiple data paths

Multiple-page documents

N

Naming documents sent to FileCabinet CS

Navigating in FileCabinet CS

navigating between screens

overview of

NetClient CS

choosing folders for transmission

designating documents for

designating drawers as contributors

displaying annotations on NetClient CS documents

forcing re-transmission of documents

overview

transmitting documents to

Not yet filed folder

Notes

drawer

page

O

Objects

creating from existing files

creating new

editing

undoing changes to

OCR

extracting data with FileCabinet CS Source Document module

overview of OCR process

Online help

Online research services

Opening documents or images

Overwriting drawer data

P

Page layout options

Page notes

adding

editing

overview

Passwords

assigning a master password

changing for drawers

entering a master password

entering for archives

entering for drawers

maintaining from other CS Professional Suite programs

modifying a master password

PDF guides

Pencil annotation tool

adding text with

Placing immediate call to Thomson Reuters data center

Playing audio annotations

Populating FileCabinet CS

Previewing documents

Printing

changing port for print driver

client-specific reports from UltraTax CS

documents

guides in PDF

image groups

images

page layout options

reports

selecting printer

to different printer

Privileges

list of available

setting for advanced security

Product support

calling

R

Re-transmission of documents to NetClient CS

forcing

Recording new audio annotation

Recurring folders

Refiling documents

Renaming documents, images, image groups

Reports

from FileCabinet CS

from UltraTax CS

Restoring drawer data

Retrieving stamp annotations

Rotating images

S

Scanning

documents

selecting scanner

Scheduling unattended call to Thomson Reuters data center

Searching for documents in FileCabinet CS

Security

adding users for advanced security

changing unknown user default access

deleting users for advanced security

drawer passwords

groups

importing user for advanced security

master password

overview of advanced security

privilege settings

setting advanced options

setting standard options

Shortcut keys

Software updates

downloading and applying

Source data entry

extracting data

overview of

Source document processing

extracting tax source data with

overview of

SQL

adding SQL data locations

Stamp annotation shortcuts

assigning

Stamp Library

adding annotations to

assigning shortcuts

retrieving annotations from

Standard security options

setting

Statistics

data location

drawer

folder

Status indicators

Storing documents in FileCabinet CS

from non-CS Professional Suite applications

from other CS Professional Suite applications

Subfolders

adding

deleting

Support

calling CS Support

getting help

getting information from our website

System settings

backing up

T

Tax-source data

labelling, sorting, and extracting

Technical support

Template Documents folder

Terminal server environment

installing in

Text annotations

Tickmark annotations

adding

Toolbar

annotation

FileCabinet CS

U

UltraTax CS

printing reports for

viewing backups for

Updates

deleting and reinstalling

downloading and applying (CS Connect )

User Bulletins

viewing

User locks

Users

adding

deleting

editing

importing

V

Video library

accessing

W

Watch window

Z

Zoom feature

viewing documents with


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