Drawer maintenance
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This article applies to:

  • Product: DT FileCabinet

Adding a drawer

Follow these steps to add a drawer.
  1. Select the New Drawer button New drawer button shows a person with a plus sign.
  2. Select the data location to which you will add the drawer from the
    Data Location
     field.
    note
    Data locations must be added in the Data Locations tab of the System Configuration dialog.
  3. In the
    Drawer ID
     field, enter the drawer ID.
    note
    You can enter up to 11 characters in this field.
  4. In the
    Drawer name
     field, enter the drawer name.
  5. In the
    Drawer email
     field, enter an email address. This address will appear in the
    To
     field when you email documents from this drawer.
note
  • To transmit documents from this drawer to DT NetStaff or DT NetClient, mark the
    Designate this drawer as a contributor to DT NetClient
     checkbox. This checkbox is available only if you are licensed for DT NetFirm.
  • Client information is automatically added to DT FileCabinet when a client's documents are sent to DT FileCabinet from other DT Professional Suite applications.
  • To enable password protection for this drawer, click the Restrict Access button and enter a password.
  • You can add drawers when printing documents to the DT FileCabinet print driver.