FileCabinet CS toolbar

The FileCabinet CS toolbar is located at the top of your screen and is composed of buttons that you can click to quickly perform common tasks. If you don't know what a button does, you can position the mouse pointer over the button to view basic information.

Button Function
Person with a plus sign

New Drawer: Opens the New Drawer dialog, where you can add a drawer.

Keyboard shortcut: CTRL+N

Open book

Drawer Properties: Opens the Drawer Properties dialog, where you can change the name of the selected drawer, enter the TIN to enable sharing of drawer notes with other CS Professional Suite applications, enter an email address to populate the To field when sending documents from within the Send to Email dialog, add or edit the drawer password, add drawers to one or more families, edit drawer families, view drawer statistics, assign status for use with the Drawer list sort and focus features, and designate the client associated with the open drawer as a contributor to NetStaff CS or NetClient CS, if licensed.

Scanner

Scan Image: Opens the Scan Pages dialog, where you can scan documents for storage. Scanning requires a TWAIN- or WIA-compliant scanner. This button appears only when a TWAIN- or WIA-compliant scanner is installed on your computer.

Two open folders

Document/Folder Properties: Displays properties for a document that is selected in the Folders window, including the name, date printed, and folders in which the document is stored. Also allows you to store the document in additional folders.

When you highlight a folder in the Folders window, this button opens the Folder Properties dialog, where you can view the folder name and other statistics. You can click the stats button to view the total size of the contents of the folder, the number of documents by type, the number of backups, and the number of archives.

Red X

Delete Document: Deletes the selected document.

Arrow pointing back to a paper

Back: Returns to the last screen you viewed.

Keyboard shortcut: ALT+Left Arrow

Arrow pointing forward to a paper

Forward: Moves forward to the next screen.

Note: This button is available only after you click the Back button.

Keyboard shortcut: ALT+Right Arrow

Printer

Print: Opens the Print dialog, from which you can print forms and other documents.

Keyboard shortcut: CTRL+P

Print with an I

Print Current Page: Prints the current page of a form or document.

Keyboard shortcut: CTRL+ALT+1

Arrow pointing to open letter

Send to Email: Opens the Send to Email Recipient dialog, from which you can email documents as PDF files. You can also click the adjacent arrow to open either the Send to Email Recipient dialog or the Send to File Location dialog.

Red plug

CS Connect : Opens the CS Connect dialog, through which you can place a call to our network of secure data centers to download updates, licenses, and source-document data. You can also transmit data to NetClient (if licensed) or transmit documents for source-document processing.

Keyboard shortcut: CTRL+K

NetFirm icon

Opens the NetFirm CS login page.

Note: This button is available only if your firm is licensed for NetClient CS.

White question mark over a blue circle

Help: Opens the Help & How-To Center, where you can find answers to your FileCabinet CS questions.

UT Source Data Entry utility

Source Data Entry: Opens the UltraTax CS Source Data Entry utility, where you can compare source data with the original tax-source document in FileCabinet CS. For more information, see Extracting tax-source document data with source-document processing.

Note: This button is available only when you select an image or image group in the Folders window and you are licensed for source-document processing and for UltraTax CS.

Four arrows pointing in different arrows

Fit Page to View Size: Shows the entire document in the Watch window. Click this button again to return the document to its previous size.

Magnifying glass

Cycle Zoom: Cycles through the available size options for the current document. Clicking several times will cycle through magnifications of 25, 50, 100, 200, and 400 percent.

Keyboard shortcut: CTRL+M

Object rotating to the left

Rotate Left: Rotates the view of an image 90 degrees counterclockwise. This button is available only when viewing a document or other image file that was scanned directly into FileCabinet CS.

Keyboard shortcut: CTRL+R

Double arrow to the left

First Page: Click this button to view the first page of a multiple-page document.

Note: This button is not available if the current document consists of only one page.

Single arrow to the left

Previous Page: Click this button to view the previous page of a multiple-page document.

Note: This button is not available if the current document consists of only one page.

Single arrow to the right

Next Page: Click this button to view the next page of a multiple-page document.

Note: This button is not available if the current document consists of only one page.

Double arrow to the right

Last Page: Click this button to view the last page of a multiple-page document.

Note: This button is not available if the current document consists of only one page.

Home icon

Home Page: Opens the FileCabinet CS Home Page.

Keyboard shortcut: CTRL+J

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