Selecting a public Outlook folder for client email

Use the Outlook Public Folder dialog to choose the Outlook public folder location that you would like DT Practice to access when searching for client email messages.

  1. From the Setup menu, choose System Configuration > Outlook > Public Folder.
  2. Mark the Access Outlook Public folder checkbox.
  3. Click the More Ellipse button button to open the Select Folder dialog.

    Note: This is an Outlook dialog, and may open behind the DT Practice window. Change the focus to Outlook to see this dialog.

  4. In the folder list, navigate to the public Outlook folder that you want DT Practice to access when searching for client email messages.

    Note: If the folder does not yet exist, you can create it.

    1. In the Select Folder dialog, expand the Public Folders in the Folders List, select the folder in which the new folder will be created, and click the New button.
    2. In the Create Folder dialog, enter a name for the new folder, and click OK.
    3. In the Select Folder dialog, click the new folder you created.

    Public folders are available in Outlook’s Folder List. You must be logged in to your Microsoft Exchange Server to access public folders.

  5. Click OK.

Was this article helpful?

Thank you for the feedback!