Before the Mobile CS app can access your firm’s data, you need to create a data storage area for your firm in Mobile CS Link. To ensure a secure connection to the storage area, you must provide a NetStaff CS login that is enabled for Mobile CS, and establish a Mobile CS Link password. You will need this password when you log in to Mobile CS Link.
Note: Your firm must be licensed for NetFirm CS to enable the Mobile CS app for your staff.
- If your firm is licensed for NetFirm CS, your firm administrator must create a portal in NetStaff CS for each staff member who will use the Mobile CS app. Please see the topic "Adding a NetStaff CS user" in the NetFirm CS help for information about creating portals in NetStaff CS.
- If your firm is not licensed for NetFirm CS, please contact your Sales representative at 800-968-8900 for more information.
To establish your data storage area passwords, follow these steps.
- To open Mobile CS Link, from the Start menu, choose All Programs > Mobile CS Link > Mobile CS Link.
- In the Mobile CS Data Storage dialog, enter the following information.
- Firm ID: Your firm’s ID number.
Note: This field is read-only.
- NetStaff CS: Enter your NetStaff CS login and password.
Note: You must have the Mobile CS app enabled in Practice CS for this NetStaff CS login. To enable the Mobile CS app in Practice CS, choose Setup > Staff, click the Contact Info tab, select the NetStaff CS account, and then select Enable Mobile CS from the Action drop-down list.
- Mobile CS Link: In the Password field, enter a password you will use to log in to Mobile CS Link.
- In the Retype Password field, re-enter the Mobile CS Link password to confirm.
- Firm ID: Your firm’s ID number.
- Click OK.
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