DT Connect Background Services

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You can use DT Connect Background Services to keep DT FileCabinet updated and to transmit certain documents to DT Client Portal. In addition, you can determine who has access to DT Connect Background Services.

Updates

By default, the Enable background services checkbox is marked to apply pending updates at 3 a.m. eastern time. However, you can apply updates at any time. To change the default settings, choose Setup > System Configuration, and then click the DT Connect + Misc tab.

Notes

  • Verify that all other users have closed DT FileCabinet, all other DT Professional Suite applications, and all Microsoft Office applications, and the computer you use to apply updates is logged in to the network.
  • To retrieve and update licenses, you must call or schedule an unattended call to our secure data centers.
  • When DT Connect Background Services is enabled, a DT Connect icon displays in the Windows taskbar notification area.

DT Client Portal Documents

If you are licensed for DT Firm Portal, you can enable automatic transmittal of documents to DT Client Portal. DT Connect Background Services will scan for drawers with a status of Changed or Forced and will automatically transmit updated documents to DT Client Portal.

Access to DT Connect Background Services

By default, all computers on the network are allowed to run background services. To limit this option to only the computer you are using, choose Setup > System Configuration, click the DT Connect + Misc tab, and then select the Only this computer option.

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