System information

Additional Features
FileCabinet CS WalkThrough 51
Designating clients and documents for NetClient CS
To designate a drawer as a contributor to NetClient CS, you must be licensed for
NetClient CS. Follow these steps to set up a FileCabinet CS client to transmit
documents to NetClient CS.
ACTIONS
FileCabinet CS is open.
1. If necessary, select the FCSSAMPLE drawer.
2. Choose File > Drawer Properties.
3. Mark the Designate this drawer as a contributor to NetClient CS checkbox and
click OK to add a NetClient CS folder for this client, as displayed in the Folders
window.
Note: You may restrict access to NetClient CS features to users who know the
master password. For more information, see “System configuration“ on page
47.
4. Using the drag and drop, copy and paste, or document properties feature, copy
the documents for display in NetClient CS.
Now that you have selected the documents you want to make available via
NetClient, you need to transmit them.
Note: If you mark the Enable automatic transmission to NetClient CS Portals
checkbox on the Setup > System Configuration dialog > CS Connect + Misc tab,
you do not need to perform the following steps. The designated documents will be
transmitted during the next routine check.