System information

Working in FileCabinet CS
20 FileCabinet CS WalkThrough
Adding drawer notes and viewing event history
FileCabinet CS allows you to enter notes for each drawer in the drawer’s opening
display window.
ACTIONS
The FCSSAMPLE drawer is open.
1. In the Folders window, click the FCSSAMPLE drawer ID. The Watch window
displays drawer notes and the event history.
2. Click the Drawer note area and enter text, such as This is a drawer note.
3. Click the Folders window on the left to save the note. Notice that the Event
History adds a new record with the time, user ID, and the text “Drawer notes
modified.”
Notes
 You can automatically insert the date, date/time, user ID, or a combination
of all three (the identifier) into drawer notes by choosing Insert from the Edit
menu and clicking the desired command, or by clicking the Add Note
button.
 Use the toolbar in the Drawer note area of the Watch window to apply
formatting such as font changes, bold, and italics to drawer notes.
 If the drawer has a Taxpayer Identification Number, and UltraTax CS, Fixed
Assets CS, or Practice CS is installed, additional tabs will be available for
each of those products. Notes you enter will be updated via data sharing
between FileCabinet CS, UltraTax CS, Fixed Assets CS, and Practice CS.
The event history records various events related to each drawer, such as the
opening, printing, and emailing of documents. Depending on your security
configuration, you may be able to limit the size of this log in the CS Connect + Misc
tab of the System Configuration dialog. See page 47 for more information on
FileCabinet CS system configuration features.