Through DT Client Portal, you can provide your clients with secure, static PDF files that they can view, download, and print. For example, you can deliver electronic copies of documents, such as tax returns, financial statements, and payroll reports, in a secure environment without jeopardizing privacy.

You can send documents to DT Client Portal from DT FileCabinet . You can print files to DT FileCabinet from any locally installed application .

When you send files to DT Client Portal, the user can find the files through links under the Documents heading in the navigation pane. The links are named by entity. The DT Client Portal user will see a New indicator to the right of the link that contains the new file, and he can follow the New indicators through the folder structure to the new file.

You can also give your staff access to specific clients’ documents through DT Staff Portal. DT Staff Portal users can access the documents by clicking the Document Presentation link under the Documents heading in the DT Staff Portal tab of the navigation pane.

Setting up DT FileCabinet drawers to send documents to DT Client Portal

To make documents available through DT Client Portal for the first time, complete the steps in the following DT FileCabinet topics.

• Designating a drawer as a contributor to DT Client Portal
• Choosing document or application folders for DT Staff Portal or DT Client Portal
• Transmitting documents to DT Client Portal — When you complete this procedure, DT FileCabinet sends to DT Firm Portal a list of all drawers that are designated as contributors to DT Client Portal. You must complete this procedure before you can give DT Client Portal users or DT Staff Portal users access to clients’ Document Presentation files.

Setting up Document Presentation permissions for DT Staff Portal and DT Client Portal users

See the following help topics for more information on modifying access to Document Presentation files.

Modifying a DT Staff Portal user’s access to Document Presentation files

Modifying a DT Client Portal user’s access to Document Presentation files

Providing firm files to DT Staff Portal users through Document Presentation

You can provide staff members with access to firm documents through DT Staff Portal. For example, you can create a drawer in DT FileCabinet named "STAFF," designate the drawer as a DT Client Portal contributor, place firm documents in the drawer, and give DT Staff Portal users access to the drawer.

Related topics

Notifying DT Client Portal users when new Document Presentation files are available

Deleting Document Presentation drawers and files

Document Presentation administration frequently asked questions

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