New Drawer dialog [File menu]
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Use this dialog to create a new drawer.
To open this dialog, choose New Drawer from the File menu (or press CTRL+N).
note
In most cases, adding client information to drawers in DT FileCabinet is not necessary, because this information is added automatically when documents are sent to DT FileCabinet, or when the
Populate DT FileCabinet
option is used in other DT Professional Suite applications.If you choose to add a client in DT FileCabinet, the drawer ID should be identical to the client ID in your other DT Professional Suite applications.
Fields & buttons
Data location
From this field, choose the data location to which you want to add a new drawer.
note
Data locations must be added in the Data Locations tab of the System Configuration dialog before they will appear in the
Data location
field.Drawer ID
Enter up to eleven alphanumeric characters for the new drawer ID.
Drawer name
Enter the name for the new drawer.
Drawer email
Enter a default email address to populate the
To
field when sending documents from the new drawer to email via the Send to Email Recipient dialog.note
You can also enter a default email address for the current drawer in the Client Communications dialog.
Designate this drawer as a contributor to DT NetClient
This checkbox is available only if you are licensed to use the Document Presentation module for DT NetStaff or DT NetClient. Mark this checkbox to include selected documents for the current drawer in transmissions to DT NetClient.
Restrict Access button
Click this button to open the Restrict Access dialog, where you can enter a password for the selected drawer.