DT Practice
File transfers enable staff and contacts to exchange files electronically and securely via DT Staff Portal and portals in DT Client Portal.
To initiate a file transfer, choose File > Send Files to Contact or File > Request Files from Contact.
See the following topics for more information.
Note: To perform file transfers, your firm must be licensed for both the Client Management module of DT Practice and DT Firm Portal.
Was this article helpful?
Thank you for the feedback!