Alerts and notices

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.

Use the following procedure to set up DT FileCabinet to transmit the contents of specified folders 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.

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.

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