System information

Storing Documents and Data in FileCabinet CS
FileCabinet CS WalkThrough 13
When you print from Practice CS, the option to print to FileCabinet CS appears as
shown in the following illustration. In this example, we are printing a Billing Analysis
Report from Practice CS to a firm staff member’s folder in FileCabinet CS.
Automating backups to FileCabinet CS
You can set up your CS Professional Suite applications to automatically back up
data to FileCabinet CS. This feature is available in CSA, Fixed Assets CS, Planner
CS, and UltraTax CS. The backups occur when you close a client in the source
program, or when you proforma client data in UltraTax CS.
By default, a maximum of three backups per drawer are stored in FileCabinet CS,
with a maximum of one backup per day. These backups differ from other items
stored in FileCabinet CS in that they are not viewable within FileCabinet CS.
FileCabinet CS merely acts as the backup location for the data, which can be
restored to its source program for editing. Refer to the help for your CS Professional
Suite application for more information on automatic backups to FileCabinet CS.