DT FileCabinet Embedded Documents dialog
Show all hidden content
Use this dialog to confirm the document and document name to be embedded in DT FileCabinet from Microsoft Office applications, such as Word, Excel, or PowerPoint.
This dialog opens automatically when you embed documents in DT FileCabinet from Microsoft Office applications.
When you store a file as an embedded object in DT FileCabinet, you can edit the file in the original application, or from within DT FileCabinet using many of the features of the object's source application.
Fields & buttons
DT FileCabinet
Your firm's default data location appears in this field. If your firm uses multiple data locations, you can choose another location from this field.
Rename duplicate names to prevent overwriting
Mark this checkbox to have DT FileCabinet automatically add "Copy <#>" to avoid overwriting a document with a document that has the same name.
Open document in DT FileCabinet when complete
Mark this checkbox to open the embedded document and associated drawer in DT FileCabinet after embedding your document.
Drawer ID
Choose from this field the ID or drawer name for the drawer in which you will embed the document.
To view drawers by name instead of ID, choose Setup > User Preferences > Drawer List tab, and mark the
Present drawers sorted by name
checkbox.You can also add a drawer by entering a Drawer ID in this field and pressing ENTER to open the Add Drawer to DT FileCabinet dialog, or by clicking the Add drawer button and entering the drawer ID and name.
To select multiple drawers for the document you are storing, choose <<Select multiple drawers>> from the
Drawer ID
field, select the destination drawers, and click OK.Document name
In this field, you can change the name of the document to be embedded. For example, if you do not want to overwrite an existing document in DT FileCabinet, you can use this field to rename the new document.
note
You can choose
Select document name from current drawer
from this field to open the Select Name dialog, from which you can choose an existing name for the document you are embedding.Undo button
Click this button to revert to the name originally assigned to the document. This button is enabled only when you have entered a name other than the default document name.
Add to list button
Click this button to save the current document name to a custom list.
Select document name from current drawer
Select this option from the document name drop-down list to open the Select Name dialog, from which you can choose an existing name for the document you are sending.
Document folders
Mark the checkbox for each folder that should contain a copy of the embedded document.
note
Folders used in the current drawer appear at the top of the folder list, followed by a separator line, and then followed by the list of remaining folders (those not in use in the drawer).
Embed button
Click this button to embed the document in DT FileCabinet.
Add drawer button
Click this button to open the Add Drawer to DT FileCabinet dialog where you can enter the drawer ID and name for the new drawer.