Use this step-by-step guide to install and customize Virtual Office CS or SaaS for your firm's needs.

Required

We recommend identifying a product champion in your firm to be your "go-to" person for Virtual Office CS or SaaS. To setup Virtual Office CS or SaaS, complete the following steps in order.

Step 1: Work with your tech to configure your environment

1. You will want to work with your tech to make sure your environment meets our system requirements.
2. Configure your Antivirus and Firewall to stay protected without compromising performance, function or stability.
3. Install Citrix on all computers that need to work in Virtual Office CS or SaaS applications.

Step 2: Login, add NetStaff CS accounts and enable permissions

1. As the Firm Administrator, login to netlinksolution.com using the credentials provided in an email we sent you with the subject line of “Action Required: Welcome to Web Services”.

2. Click the Admin button, then the Users link in the NetStaff CS section.

   
3. With the Admin’s name highlighted in the list, in the Permissions section, enable permissions to Virtual Office CS or SaaS.

4. In order to see applications, you will need to log out and then log back in again.

   

5. To add additional logins for staff, click the Add button at the bottom of the Users list.

   

6. In the Add NetStaff CS Users dialog, click the method you want to use to create Staff. For details, see Adding NetStaff CS user portals.
7. Once the Staff members are added, in the Permissions section, click the Enable button for Virtual Office CS or SaaS.
8. If you want other NetStaff CS users to have Admin privileges, click the Enable button for “Administration”.
9. Install Citrix on all computers that need to work in Virtual Office CS or SaaS applications.

Step 3: Migrate data

It is important to have a plan in place before migrating data to Virtual Office CS or SaaS. FileCabient CS data usually takes the most planning. For more information, see FileCabinet CS data migration guide for Virtual Office CS and Software as a Service. For migration instructions for all other CS Professional Suite and Microsoft Office applications, see Migrating data to Virtual Office CS or SaaS.

Your local C:\ drive will be displayed as the V:\ drive in the Virtual Office and SaaS environments. For more information, see Accessing local and network drives through applications that run in Virtual Office CS or SaaS.

Step 4: Start using your products

Virtual Office CS or SaaS provides remote access to CS Professional Suite and Microsoft Office applications for which your firm is licensed. In the Virtual Office CS or SaaS environment, the applications behave very similar to when they are installed locally, except for these differences.

Printing in the Virtual Office CS or SaaS environment

Working in Microsoft Office 2016

Recommended

Setting up your Email account in Virtual Office CS or SaaS

Microsoft Exchange

Microsoft Exchange is an email service option available with Virtual Office CS or SaaS. This will allow you to access email using Microsoft Outlook in that environment. A domain name is required for the setup of Microsoft Exchange. To enable Microsoft Exchange, see Enabling Microsoft Exchange in Virtual Office CS or SaaS. Once the account is active, you can sync email messages with phones and tablets using Active Sync.

If you use Microsoft Exchange through Virtual Office CS or SaaS, your incoming email messages are filtered through our spam firewall. When an email message is classified as spam, a Spam Quarantine account is created automatically for your email address.

POP3 or IMAP

If you are not using Microsoft Exchange on Virtual Office CS or SaaS, a POP3 or IMAP email account is required in Outlook on Virtual Office CS or SaaS to send email from hosted CS Professional Suite applications. Outlook on Virtual Office CS or SaaS must be open to send the email message immediately or it will be saved in the outbox and sent when Outlook is opened next. To setup an email address in Outlook see, Cofiguring Outlook 2016 to receive POP3 email in the Virtual Office CS or SaaS environment.

Create a Sender Policy Framework (SPF) Record for your Domain

Firms who use e-file acknowledgement emails, Web Organizers, NetClient CS, Microsoft Exchange or Web Builder CS Email are encouraged to add an SPF record to their domain name. An SPF record will increase successful email delivery rates and help prevent email notifications from ending up perceived as spam.

Important information

Overview of notifications

By default, NetFirm CS sends notification messages to NetClient CS and NetStaff CS users when activity occurs in portals. NetFirm CS administrators who have access to Utilities can customize these notifications. For more information, see Notification messages that are sent by NetFirm CS.

Understand Billing

Any applicable fees for your NetStaff CS products and services are billed in arrears. In other words, the charges you are billed for this month reflect the previous month’s activity. Services are not prorated, so if a module or portal was turned on at any time during the month, you are billed for the full month.

For example, if you enable billable features for a NetStaff CS account in April, your May bill will be the first to reflect a charge for the new service. If you then disable the billable features for the account on June 5th, you will be billed for the full month of June and that charge will be reflected on your July bill. The first bill to reflect that the service was disabled, will be your August bill. This is because it reflects services enabled during the month of July.

We recommend that new services are enabled as close to the first of the month as possible and are existing services disabled as close to the last day of the month as possible.

Viewing the billing Report

Understanding Web Services billing recurring charges

Other useful links/resources

Working with applications that run in Virtual Office CS or SaaS on an iPad

Google Chrome tips and tricks

Mozilla Firefox tips and tricks

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