Connect; mark the Retrieve Licenses checkbox and then click the Call Now button. Note that you must have an active Internet connection to
download license files.
Your client’s CBS software derives the appropriate name and address
information from this licensing information and displays it both in its
opening (password) display and in the File / Company Properties dialog.
Setup steps in CSA This section summarizes the items and options you need to set up in CSA
before you complete the initial setup of your client in CBS. In general,
the more information you set up in CSA and transfer over to your client,
the less initial setup you will need to do in CBS. It is highly
recommended that you first set up the specific items discussed in this
section.
Note: This section assumes that data for this new CBS client already
exists in CSA. If the client does not exist in CSA, you need to add the
client there before you can begin to complete any of the steps outlined in
this section. For more information on adding a client, search on Setting
