Choosing document or application folders for Digita NetStaff or Digita NetClient

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For drawers that are designated as contributors to Digita NetClient, you can set up Digita FileCabinet to transmit the contents of specified folders to Digita NetClient . For example, if you create a document folder called "Portal documents," you can designate the contents of that folder for transmission to Digita NetClient for all Digita NetClient-enabled drawers.

You can also choose application folders for transmission to Digita NetClient. All documents contained in those folders for Digita NetClient-enabled drawers will be transmitted to Digita NetClient during the next call to Digita Connect .

Note: With the exception of Adobe PDF documents, you cannot transmit embedded objects to Digita NetClient.

  1. Choose Setup > System Configuration.
  2. Click the Digita NetClient tab.
  3. Mark the checkbox for each document and/or application folder you wish to designate for transmission to [[netstaff-dtstaffprt]] or Digita NetClient.
  4. Click OK.

Note: The Digita NetClient tab is available only for users whose firms are licensed for Digita NetFirm.

The Digita NetClient folder designation is a global setting. If you enable a folder using this procedure, that folder is enabled for every drawer that is designated as a contributor to Digita NetClient.

Related topic: Overview of using Digita FileCabinet with Digita NetClient