Integration

Transmitting documents to DT NetClient

If you are licensed for DT NetFirm, you must transmit the documents in the drawers you designated for DT NetClient using DT Connect .
To transmit documents to DT NetClient, follow these steps.
    1. Choose File > DT NetClient to open the DT NetClient dialog.
      Only drawers that are designated as contributors to DT NetClient appear in the DT NetClient dialog.
    2. In the DT NetClient dialog, move the drawers that contain the documents you want to transmit from the left pane to the right pane by highlighting them and clicking the Select button. (Click the Select All button to move all available drawers.) You can also click the drop-down arrow adjacent to the Select button and choose
      Select Changed
       to select all drawers changed or choose
      Select Forced
       to select all folders forced since the last transmission to DT NetClient.
      note
      You can also open DT Connect and choose
      Select Drawers
       under the
      DT NetClient
       checkbox.
    3. Select the Connect button to open DT Connect . DT FileCabinet creates the file that will be transmitted via DT Connect .
The size of the file transmitted to DT NetClient can vary, depending on the number of documents and images selected for each designated drawer. Because the size of the file can become rather large, you may prefer to place an unattended call to the our network of secure data centres during your non-business hours.
note
  • If a folder in DT FileCabinet that is set up in Document Presentation is renamed, a Force re transfer is required for it to be updated on the DT NetClient portal.
  • By default, drawers appear in the left pane of the DT NetClient dialog after the associated drawers are designated as contributors to DT NetClient. After drawers are moved to the right pane, they remain in the right pane until you move them back to the left pane.
  • You can also enable automatic transmittal of documents to DT NetClient. DT Connect Background Services will scan for any drawers with a status of Changed or Forced and transmit updated documents to the portals.

This article applies to:

  • Product: DT FileCabinet