DT FileCabinet
To enable automatic transmittal of documents to DT Client Portal, follow these steps.
- Choose Setup > System Configuration > DT Connect + Misc tab.
- Mark the Enable background services checkbox.
- Mark the Enable automatic transmission to DT Client Portal checkbox in the DT Connect Background Services options section.
Notes
- You can manually transmit drawers with a status of Changed or Forced prior to the automatic ten-minute check, or disable the automatic ten-minute check by clearing the Enable automatic transmission to DT Client Portal checkbox.
- If the Enable Automatic transmission to DT Client Portal checkbox is marked, DT FileCabinet ignores any advanced security privilege settings related to DT Connect or DT Client Portal.
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