Designating an existing drawer
To designate an existing drawer as a contributor to DT Client Portal, follow these steps.
- In the Folders window, highlight the desired drawer.
- Choose File > Drawer Properties.
- Mark the Designate this drawer as a contributor to DT Client Portal checkbox.
- Click OK.
Designating a new drawer
To designate a new drawer as a contributor to DT Client Portal, follow these steps.
- Choose File > New Drawer.
- In the New Drawer dialog, mark the Designate this drawer as a contributor to DT Client Portal checkbox.
- 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.
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