Copy Files to CSI Desktop

Making files available to the CSI programs can be accomplished by using copy and paste. The following steps explain two ways to copy and paste a document to your CSI Remote Desktop session, so that it can be accessed from within the Budgetary Accounting program.

1. Select the file to be attached either on your desktop, or in the Finder.

2.  Copy the file. There are two recommended ways to copy and paste (choose one):

• Type the keyboard shortcut:  ⌘C

or

• Right-click and choose Copy (Holding two fingers on the trackpad and clicking, or holding the control key while clicking also works as a right-click):

3. Visit your CSI Remote Desktop session and paste the file to the desktop using one of the same methods:

• Type the keyboard shortcut:  ⌘V

or

• Right-click on the blue desktop background and choose Paste:

• You will now see the document on the desktop of your CSI session, and it can now be selected from within the CSI applications. 

*** Once the document has been uploaded to the Budgetary Accounting program, it may be deleted from the CSI desktop, and the Recycling Bin may be emptied. ***