To successfully transmit documents to NetClient CS for Document Presentation you must be licensed for NetFirm CS and you must designate drawers as contributors to NetClient CS.

Transmitting FileCabinet CS documents to NetClient CS portals

(approx.7 minutes)

Designating an existing drawer

To designate an existing drawer as a contributor to NetClient CS, follow these steps.

1. In the Folders window, highlight the desired drawer.
2. Choose File > Drawer Properties.
3. Mark the Designate this drawer as a contributor to NetClient CS checkbox.
4. Click OK.

Designating a new drawer

To designate a new drawer as a contributor to NetClient CS, follow these steps.

1. Choose File > New Drawer.
2. In the New Drawer dialog, mark the Designate this drawer as a contributor to NetClient CS checkbox.
3. Continue adding information for the new drawer as normal.

Was this article helpful?

Yes No

Submit