Ultra Start 12xx Series Technical Information

FILECABINET CS WalkThrough version 14.x.x

Getting Started 6 FileCabinet CS WalkThrough Using the Help menu to learn about FileCabinet CS The Help menu provides a variety of features and meth

FileCabinet CS WalkThrough 7 Storing Documents and Data in FileCabinet CS FileCabinet CS stores documents, images, and data from a variety of source

Storing Documents and Data in FileCabinet CS 8 FileCabinet CS WalkThrough Notes  If you installed FileCabinet CS in a folder other than C:\WINCSI,

Storing Documents and Data in FileCabinet CS FileCabinet CS WalkThrough 9 3. If necessary, click the Change Restore Location button and navigate to

Storing Documents and Data in FileCabinet CS 10 FileCabinet CS WalkThrough Printing to FileCabinet CS from non-CS Professional Suite programs During

Storing Documents and Data in FileCabinet CS FileCabinet CS WalkThrough 11 6. If necessary, clear the Printer checkbox. Note: The Printer checkbox

Storing Documents and Data in FileCabinet CS 12 FileCabinet CS WalkThrough From UltraTax CS, the option to print to FileCabinet CS appears as shown

Storing Documents and Data in FileCabinet CS FileCabinet CS WalkThrough 13 When you print from Practice CS, the option to print to FileCabinet CS ap

Storing Documents and Data in FileCabinet CS 14 FileCabinet CS WalkThrough Scanning documents into FileCabinet CS A scanner captures images from phy

Storing Documents and Data in FileCabinet CS FileCabinet CS WalkThrough 15 ACTIONS Note: For this exercise, your computer must have access to a TWAI

TL 28230 (04/17/15) Copyright Information Text copyright 1999 - 2015 by Thomson Reuters. A

Storing Documents and Data in FileCabinet CS 16 FileCabinet CS WalkThrough The sample drawer, FCSSAMPLE, includes an example of a scanned document.

FileCabinet CS WalkThrough 17 Working in FileCabinet CS FileCabinet CS is the optimal storage solution for all of your documents. In addition to sim

Working in FileCabinet CS 18 FileCabinet CS WalkThrough  When you select a document or other item in the Folders window, the Watch window displays

Working in FileCabinet CS FileCabinet CS WalkThrough 19 Various other options are available in the Print dialog.  Printer: Click this button to ch

Working in FileCabinet CS 20 FileCabinet CS WalkThrough Adding drawer notes and viewing event history FileCabinet CS allows you to enter notes for e

Working in FileCabinet CS FileCabinet CS WalkThrough 21 Viewing documents To view the sample drawer documents, follow these steps. ACTIONS The FCSSA

Working in FileCabinet CS 22 FileCabinet CS WalkThrough Click the Fit Page to View Size button to view the entire current page in the Watch window,

Working in FileCabinet CS FileCabinet CS WalkThrough 23 3. Click the Select button. 4. If necessary, select the FCSSAMPLE drawer from the Drawer

Working in FileCabinet CS 24 FileCabinet CS WalkThrough ACTIONS The FCSSAMPLE drawer is open. 1. Choose Image > Image Groups, select <New Im

Working in FileCabinet CS FileCabinet CS WalkThrough 25 5. Click Done to close the Image Groups dialog. You can use the navigation buttons in the F

FileCabinet CS WalkThrough iii Contents Introduction...

Working in FileCabinet CS 26 FileCabinet CS WalkThrough 5. Click and hold the left mouse button at one corner of the area you want to highlight. Dr

Working in FileCabinet CS FileCabinet CS WalkThrough 27 5. Format the annotation as desired. For each of the following changes, right-click the ann

Working in FileCabinet CS 28 FileCabinet CS WalkThrough Image annotations You can use image files as annotations. The method for using image files a

Working in FileCabinet CS FileCabinet CS WalkThrough 29 Additional annotation types In addition to the annotation types we have discussed in this wa

Working in FileCabinet CS 30 FileCabinet CS WalkThrough To add an annotation from the Stamp Library, follow these steps. 1. Right-click the documen

Working in FileCabinet CS FileCabinet CS WalkThrough 31 3. Click Done. Note: You can assign keyboard shortcuts to ten stamps. The shortcuts are CTR

Working in FileCabinet CS 32 FileCabinet CS WalkThrough New objects To create an embedded Word document in FileCabinet CS, follow these steps. ACTIO

Working in FileCabinet CS FileCabinet CS WalkThrough 33 6. Click OK to continue. Depending on the current user preferences, the document opens eith

Working in FileCabinet CS 34 FileCabinet CS WalkThrough 7. Click OK. The document automatically opens for editing. Once you have embedded a documen

Working in FileCabinet CS FileCabinet CS WalkThrough 35 Performing keyword searches FileCabinet CS enables you to search for documents using keyword

Contents iv FileCabinet CS WalkThrough Working with images and image groups ...

Working in FileCabinet CS 36 FileCabinet CS WalkThrough Emailing documents To send documents to email recipients, your email application must suppor

Working in FileCabinet CS FileCabinet CS WalkThrough 37 4. Click OK. FileCabinet CS opens your email application and creates a message with the sel

Working in FileCabinet CS 38 FileCabinet CS WalkThrough ACTIONS The FCSSAMPLE drawer is open. 1. Click the drop-down arrow next to the Send To Emai

Working in FileCabinet CS FileCabinet CS WalkThrough 39 3. Click the Modify Destination button. 4. Navigate to C:\DOCUMENTS AND SETTINGS\[UID]\DES

Working in FileCabinet CS 40 FileCabinet CS WalkThrough 7. Click the To Cabinet button. A message will appear when the report has completed printin

Working in FileCabinet CS FileCabinet CS WalkThrough 41 For the purpose of this example, we will back up only the FCSSAMPLE drawer, and we will send

Working in FileCabinet CS 42 FileCabinet CS WalkThrough Archiving documents Over time, many documents accumulate in FileCabinet CS. You may find tha

Working in FileCabinet CS FileCabinet CS WalkThrough 43 8. Click the Archive button. 9. A message will appear when the files have been archived. C

Working in FileCabinet CS 44 FileCabinet CS WalkThrough

FileCabinet CS WalkThrough 45 Additional Features In this section, we will explore additional FileCabinet CS features, including settings to customi

FileCabinet CS WalkThrough 1 Introduction This walkthrough will provide you with a basic understanding of FileCabinet CS. Because this walkthrough i

Additional Features 46 FileCabinet CS WalkThrough specific folders, enter Date-specific document folders in the search field in the toolbar and pres

Additional Features FileCabinet CS WalkThrough 47  Automatically accept printed documents after countdown: When you mark this checkbox, you will r

Additional Features 48 FileCabinet CS WalkThrough  Groups tab: If you marked the Enable advanced User/Group Security checkbox in the Security tab

Additional Features FileCabinet CS WalkThrough 49 After you add the folder, you can place documents in it for any drawer. Right-click a document and

Additional Features 50 FileCabinet CS WalkThrough  Source Document Processing (OCR) tab: Use this tab to configure FileCabinet CS to automatically

Additional Features FileCabinet CS WalkThrough 51 Designating clients and documents for NetClient CS To designate a drawer as a contributor to NetCl

Additional Features 52 FileCabinet CS WalkThrough 1. Choose File > NetClient CS to open the NetClient CS dialog, where you can see a list of all

Additional Features FileCabinet CS WalkThrough 53 3. Click the Select Family button. 4. Click the Add button and enter a family name. Notes 

Additional Features 54 FileCabinet CS WalkThrough

FileCabinet CS WalkThrough 55 The Winning Combination During this walkthrough, we introduced you to many of the innovative features of FileCabinet C

Introduction 2 FileCabinet CS WalkThrough Designing FileCabinet CS — our goal FileCabinet CS is designed to provide you with an all-in-one electroni

The Winning Combination 56 FileCabinet CS WalkThrough When you select our products, you get a company committed to working with you honestly and fai

FileCabinet CS WalkThrough 3 Getting Started This section describes the FileCabinet CS menus and available commands and provides information on how

Getting Started 4 FileCabinet CS WalkThrough Each pull-down menu contains commands that pertain to a different area of FileCabinet CS. For example,

Getting Started FileCabinet CS WalkThrough 5 User Bulletins The User Bulletins section displays a list of user bulletins that describe the product u