System information

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 choose Document Properties. In the Document Properties
dialog, mark the checkbox for the folder and click Close.
Be sure to delete the folder you created. To do this, go back to the Document
Folders tab, highlight the folder you created, and click the Delete button. Any
documents you added to the folder will be moved to the Not yet filed folder.
Note: A document folder does not appear in each drawer until you file a
document within that folder for that drawer. You can place a single document in
as many folders as you want, though FileCabinet CS maintains only one copy
of the document per drawer. For more information on recurring folders, enter
Date-specific document folders in the search field in the toolbar and press
ENTER.
 Image Names tab: You can add, edit, or delete default naming buttons that are
used for naming documents in the Scan Pages and Image Groups dialogs.
 Document Names: For most types of documents, a default document name is
assigned at the time the document is stored in FileCabinet CS. You can either
accept the default document name or change it. Frequently used document
names can be saved to a list in the Document Names tab that will be available
in each dialog that can be used to store documents in FileCabinet CS. This will
eliminate the need to re-enter document names and will ensure consistency
with document naming conventions that you set up in your office.
 NetClient CS tab: Use this tab to choose drawer folders, the contents of which
will be transmitted to NetClient CS or NetStaff CS for all designated drawers.
Note: This tab is visible only if you are licensed for NetClient CS or NetStaff
CS.
 Banner tab: You can use a banner page as the first page of system-generated
PDF files sent to email or to a file. Use the Banner tab to specify system
defaults for the banner page.
 Email Text tab: Use this tab to specify defaults for the system-generated email
text that is inserted into all emails created from within FileCabinet CS.
 Archive tab: You can specify a default location to create archive volumes. If
using removable media, you can specify the maximum size for each volume.
 CS Connect + Misc: You can configure CS Connect Background Services to
have CS Connect automatically check for updates, apply updates at a specified
time, automatically transmit documents with a status of Changed or Forced to
NetClient CS portals, automatically transmit and retrieve documents with
Source Document Processing (OCR), and select which computers are allowed
to run background services.
You can specify in the Drawer / page note defaults group box the default font
type and size for all drawer and page notes within FileCabinet CS.
For each drawer, FileCabinet CS logs various events, such as the opening,
printing, and emailing of documents. In the Event history group box, you can
determine the size of the event history log for each drawer. Note that the more
events you keep in the log, the larger the drawer data file will be.