Choosing document or application folders for DT Staff Portal or DT Client Portal

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

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

Note: With the exception of Adobe PDF documents, you cannot transmit embedded objects to DT Client Portal.

  1. Choose Setup > System Configuration.
  2. Click the DT Client Portal tab.
  3. Mark the checkbox for each document and/or application folder you wish to designate for transmission to DT Staff Portal or DT Client Portal.
  4. Click OK.

Note: The DT Client Portal tab is available only for users whose firms are licensed for DT Firm Portal.

The DT Client Portal 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 DT Client Portal.

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