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Additional Features

50 FileCabinet CS WalkThrough

 Source Document Processing (OCR) tab: Use this tab to configure

FileCabinet CS to automatically sequence pages identified by source-document

processing or to change the default order of document types that have been

identified by source-document processing.

Using FileCabinet CS with NetClient CS

FileCabinet CS integrates with NetClient CS, which is part of the CS Professional

Suite. Use FileCabinet CS to designate documents for presentation to your clients

and staff via NetStaff CS or NetClient CS and to transmit the designated documents

via CS Connect.

™

Your clients have secure access to their NetClient CS documents

through your firm’s external website, 24 hours a day, seven days a week.

For example, imagine that one of your clients, John Smith, is at the bank on a

Saturday morning requesting a loan for his corporation, Smith Construction. He

realizes that he needs his company’s 2010 and 2011 tax returns, but your office is

not open on Saturday. John will have to leave the bank without completing the loan

application, call you on Monday to request the documentation, and then set up

another appointment with the loan officer.

If, however, you have stored John’s information in NetClient CS, you are providing

him an invaluable service. While at the loan officer’s desk, John can ask her to open

her web browser. He can then enter your firm’s website address, access NetClient

CS using his secure login and password, and download or print the document. You

are saved the hassle of finding John’s files on Monday, and John has his loan

application finished or even approved on Saturday, when he wanted to work on the

application.

When John Smith logs into NetClient CS, he opens a web application that provides

access to the documents you stored in NetClient CS for him. When John clicks a

link to a document, the file opens in Adobe Reader.

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