NetClient CS
Document Management
Portal User Guide
Copyright Information
© Text copyright 2001-2009 by Thomson Reuters/Tax & Accounting. All rights reserved.
© Video display images copyright 2001-2009 by Thomson Reuters/Tax & Accounting. All rights reserved. Thomson Reuters hereby grants licensee of CS Professional Suite software the right to reprint this document solely for their internal use.
Trademark Inform tion a
All other brand and product names mentioned in this guide are trademarks or registered trademarks of their
respective holders.
Introduction to NetClient CS
This Guide is designed for portal users who will have access to the document management module in the NetClient CS portal. The NetClient CS portal is an extension of your firm’s website and provides a solution for you and your firm to share and exchange electronic documents securely and quickly. It also allows a reduction in environmental waste by corresponding electronically instead of handling paper (e.g., less use of paper and less vehicle emissions to have documents delivered). Unlike emails and their attachments, the NetClient CS portal uses encryption technology so you and your firm will have confidence knowing that the information is secure when transferred back and forth.
System Requirements for using the Document Management Module in
the NetClient CS Portal
To access and use the NetClient CS portal, you need high‐speed internet access. Also, NetClient CS and the Document Management Module require the use of Internet Explorer (version 7.0 or higher) web browser. For more detailed system requirements, please visit the website below for the latest requirements:http://cs.thomsonreuters.com/support/reference/sysinfo.aspx
Accessing and Using NetClient CS
Below are step‐by‐step instructions on using NetClient CS. The images used in these instructions are for illustrative purposes only and will be slightly different than the actual NetClient CS website you will access. To access NetClient CS, your firm will create an account for you. You will then receive an email, where the email will contain a link (or URL address to copy and paste into the browser) to create a login and register your account. If you do not receive an email, please check your spam folder and then contact the firm.
1. OOnce the emaiil has been reeceived go to the registratiion website aand follow theese steps: a. Enter yyour email adddress in the Create Login field
b. Enter aa password inn the Enter Paassword field
c. Re‐entter the passwword in the Coonfirm Passwoord field
Immportant Infoormation aboout your Login and Passwoord
N sa / th Note: Docume aved back to Save As), edit he next steps ents opened f NetClient CS. t it as necessa ). from NetClien . If the docum ary, and then nt CS are REA ment requires n upload it ba D‐ONLY and t s editing, save ck to NetClie therefore can e a copy to th nt CS (upload nnot be edite he local drive ding is discuss d and (File sed in N to W vi Note: To view o open and vi Word file, you iew the docu a document ew the docum will need to ment. that is in Net ment. For ex have Microso 6. C vi 7. C w 8. To 9. C N o lick on the iewing it. lick on HOME which you can o upload a do lick on the Br Note: If you do ption. in the upp E or UP icons, see publishe ocument into rowse button o not want to per right hand , to return ba ed documents ClientFlow, s to search for o upload a doc Client CS, it r xample, if a do oft Word insta equires the n ocument in N alled to your necessary soft NetClient CS is local worksta tware applica s a Microsoft ation to open ation n and
d corner of the window to close the doccument after
