Follow these steps to add a drawer.
- Click the New Drawer button .
- Select the data location to which you will add the drawer from the Data Location field.
Note: Data locations must be added in the Data Locations tab of the System Configuration dialog. For more information, see Data Locations overview.
- In the Drawer ID field, enter the drawer ID.
Note: You can enter up to 11 characters in this field.
- In the Drawer name field, enter the drawer name.
- In the EIN/SSN field, enter the Employer Identification Number or Social Security Number for the drawer. This information is used for the data-sharing of client notes among CS Professional Suite applications.
- In the Drawer email field, enter an email address. This address will appear in the To field when you email documents from this drawer.
Notes
- To transmit documents from this drawer to NetStaff CS or NetClient CS, mark the Designate this drawer as a contributor to NetClient CS checkbox. This checkbox is available only if you are licensed for NetFirm CS.
- Client information is automatically added to FileCabinet CS when a client's documents are sent to FileCabinet CS from other CS Professional Suite applications.
- To enable password protection for this drawer, click the Restrict Access button and enter a password.
- You can add drawers when printing documents to the FileCabinet CS print driver.
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