If you are licensed for NetClient CS, you can designate documents to transmit to Document Presentation—not already in a folder that is designated globally—for NetClient CS .
Choosing FileCabinet CS documents for transfer to NetClient CS portals
(approx. 2.5 minutes)
Use the following steps to transmit documents to NetClient CS.
- In the Folders window, navigate to and select the desired document.
Notes
- With the exception of Adobe PDF files, you cannot select embedded documents for transmittal to NetClient CS.
- If you're running FileCabinet CS in the Virtual Office CS or SaaS environment, you can navigate to files on your local network.
- Choose Edit > Document Properties.
- Mark the {NetClient CS} checkbox in the list of available folders. This folder appears at the bottom of the list.
- Click OK.
Note: The {NetClient CS} folder is available only for drawers that are designated as contributors to NetClient CS. See Designating a drawer as a contributor to NetClient CS for more information.
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