Storing documents in DT FileCabinet from our applications

Documents are stored in DT FileCabinet through the Print dialog in other DT Professional Suite applications.

  1. From within the application in which the document was created, open the Print dialog. (For details on printing from other DT Professional Suite applications, see the help for the application from which you are printing.)
  2. Mark the Store image in DT FileCabinet or DT FileCabinet checkbox (varies depending on the application). If necessary, select the desired DT FileCabinet data location from the adjacent drop-down list. This list appears as a read-only field if your firm currently has only one data location.
  3. Select the documents to store and/or print.
  4. Click the To Cabinet button or Print button at the bottom of the dialog.
  5. In the DT FileCabinet Documents dialog, enter the name of the document as you want it to appear in DT FileCabinet (if different from what is displayed). If appropriate, select the desired DT FileCabinet data location from the Store image in DT FileCabinet or DT FileCabinet field. This appears as a read-only field if your firm currently has only one data location.
  6. Click OK to store the document in DT FileCabinet.

Tips

  • To store a document in DT FileCabinet and print a copy simultaneously, mark both the Printer checkbox and the Store image in DT FileCabinet or DT FileCabinet checkbox, and click the Print button.
  • If you have a scanner, you can scan documents created other applications and store the scanned image in DT FileCabinet.

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