FileCabinet CS Documents portlet

Alerts and notices

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.

Double-click a document in the drawer to display it within the FileCabinet document viewer. When you have finished viewing the document, click the Back button Back button in the toolbar to return to the dashboard.

Click the portlet name in the title bar to open the FileCabinet CS.

Related topics

Portlets, overview

Working with portlets

Using the dashboards

Viewing a FileCabinet CS document

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