Choosing documents to transmit to DT Client Portal for a single drawer

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If you are licensed for DT Client Portal, you can designate documents to transmit to DT Client Portal (that are not already in a folder designated globally for DT Client Portal). To do so, follow these steps.

  1. In the Folders window, navigate to and select the desired document.

    Note: With the exception of Adobe PDF files, you cannot select embedded documents for transmittal to DT Client Portal.

  2. Choose Edit > Document Properties.
  3. Mark the {DT Client Portal} checkbox in the list of available folders. This folder appears at the bottom of the list.
  4. Click OK.

Note: The {DT Client Portal} folder is available only for drawers that are designated as contributors to DT Client Portal. See Designating a drawer as a contributor to DT Client Portal for more information.

Related topic: Overview of using DT FileCabinet with DT Client Portal