Sending client letters and reports from Data Mining to FileCabinet CS

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Data Mining allows you to send client letters and reports, which are based on the most recent search, to FileCabinet CS. The FileCabinet CS checkbox and drop-down list are available only if you are licensed for FileCabinet CS and have it installed. Use the FileCabinet CS drop-down list to choose where FileCabinet CS data will be saved.

Note: To modify the list of FileCabinet CS data locations, open FileCabinet CS, choose Setup > System Configuration > Data Locations tab, and click the Add/Modify Data Location button.

Use this procedure to send client letters from Data Mining to FileCabinet CS.

  1. If necessary, select and perform the search.
  2. Click the Search Results button in the Print dialog if you want to verify that the results are satisfactory. Click Done to return to the Print dialog.
  3. In the Print dialog, mark the FileCabinet CS checkbox.
  4. In the FileCabinet CS drop-down list, choose the location in which to save the FileCabinet CS data.
  5. Click the Print button to send the selected letters to FileCabinet CS.

    Note: If you mark only the FileCabinet CS checkbox and not the Printer checkbox, the Print button at the bottom of the Print dialog becomes the To Cabinet button. Click the To Cabinet button, when applicable, to send the selected letters or reports to FileCabinet CS.

Related topic: Client documents overview

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