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Installing and maintaining your application Details

Includes installation instructions, installing licenses, installing the application in a terminal server environment, downloading and applying updates

Setting up and exploring your application Details

Includes adding and maintaining data locations, creating a folder structure, configuring your scanner, setting user preferences, setting security options, configuring the application for use with DT Client Portals, using the application menu, using the toolbar, using keyboard shortcuts

Maintaining folders and drawers Details

Includes adding and deleting drawers, folders, and subfolders; populating drawers; date-specific folders; viewing folder and drawer statistics; backing up, restoring, merging, and compacting drawer data; copying drawers; drawer notes; drawer passwords; drawer families; drawer-usage reports

Storing documents and images Details

Includes dragging and dropping files into DT FileCabinet; printing to DT FileCabinet from other applications; scanning documents; storing images in groups; viewing, rotating, copying, and moving images

Editing documents Details

Includes adding, editing, and managing annotations; using the Stamp Library; using the Annotation toolbar; hiding and displaying annotations; managing page notes; embedding objects from Word, Excel, Outlook, and other applications

Sending documents to clients Details

Includes using DT Client Portal & Document Presentation, emailing documents, maintaining email signatures, sending documents to a file, managing banner pages

Archiving Details

Includes archiving documents, deleting archives, assigning passwords to archives, viewing archived documents, restoring archived documents

Troubleshooting Details

Includes frequently asked questions, troubleshooting DT Connect issues, rebuilding folder links, compacting drawers, repairing the family list, limiting the size of the Event History, contacting Support