Designating a drawer as a contributor to DT Client Portal

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To successfully transmit documents to DT Client Portal you must be licensed for DT Firm Portal and you must designate drawers as contributors to DT Client Portal.

Designating an existing drawer

To designate an existing drawer as a contributor to DT Client Portal, follow these steps.

  1. In the Folders window, highlight the desired drawer.
  2. Choose File > Drawer Properties.
  3. Mark the Designate this drawer as a contributor to DT Client Portal checkbox.
  4. Click OK.

Designating a new drawer

To designate a new drawer as a contributor to DT Client Portal, follow these steps.

  1. Choose File > New Drawer.
  2. In the New Drawer dialog, mark the Designate this drawer as a contributor to DT Client Portal checkbox.
  3. Continue adding information for the new drawer as normal.

Notes

  • The Designate this drawer as a contributor to DT Client Portal checkbox is available only for users licensed for DT Firm Portal.
  • When a drawer has been designated as a contributor to DT Client Portal a {DT Client Portal} folder appears in the Folders window for the drawer if the drawer already has documents present. If the drawer does not have documents present, the {DT Client Portal} folder appears as soon as a document is stored for the drawer.

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