Client External Documents dialog

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Use this dialog to add or edit links to external resources for the open client. These links are stored with the client's UltraTax CS data and can include files and folders on your local drive or network, or websites or resources on the internet, or documents printed to FileCabinet CS.

To open this dialog, choose Edit > Client External Documents > Add/Edit Links.

Fields & buttons

To arrange several existing links into a category in the external links list, hold CTRL, click the links you want to group together, and then click the Group Selected button.

Select a link from the list and click this button to delete the link. To remove a link group, select the group name and click this button. Removing the link group does not delete the links within that group.

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