FileCabinet CS Documents portlet

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The FileCabinet CS Documents portlet is available on the Firm, Staff, and Client Dashboards.

If you are licensed for FileCabinet CS, this portlet displays a drawer of your choosing (Firm and Staff Dashboards) or the selected client (Client Dashboard).

Right-click within the portlet and choose Options from the context menu to change the default drawer / data location for the client’s drawer.

You can navigate to a document in the drawer and double-click it to display the document within Practice CS (when finished viewing, click the Back button to return to the dashboard).

Click the title bar of the portlet to open the FileCabinet CS browser.

Related topics

Selecting portlets for a dashboard

Portlets overview

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