Automatically transmitting documents to NetClient CS

Alerts and notices

If your firm is licensed for NetFirm CS, you can select drawers for which CS Connect Background Services will transmit documents automatically to NetClient CS. When this feature is enabled, NetClient CS checks for drawers with a Changed or Forced status every ten minutes, and transmits any updated documents to NetClient CS.

Transmitting FileCabinet CS documents to NetClient CS portals

(approx. 2.5 minutes)

 

To enable automatic transmittal of documents to NetClient CS, follow these steps.

  1. Choose Setup > System Configuration > CS Connect + Misc tab.
  2. Mark the Enable background services checkbox.
  3. Mark the Enable automatic transmission to NetClient CS checkbox in the CS Connect Background Services options section.

Notes

  • You can manually transmit drawers with a status of Changed or Forced prior to the automatic ten-minute check, or disable the automatic ten-minute check by clearing the Enable automatic transmission to NetClient Portals checkbox.
  • If the Enable Automatic transmission to NetClient Portals checkbox is marked, FileCabinet CS ignores any advanced security privilege settings related to CS Connect or NetClient CS.