Send to DT FileCabinet

Storing documents in DT FileCabinet from our applications

Documents are stored in DT FileCabinet through the Print dialog in other DT Professional Suite applications.
  1. From within the application in which the document was created, open the Print dialog. (For details on printing from other DT Professional Suite applications, see the help for the application from which you are printing.)
  2. Mark the
    Store image in DT FileCabinet
     or
    DT FileCabinet
     checkbox (varies depending on the application). If necessary, select the desired DT FileCabinet data location from the adjacent drop-down list. This list appears as a read-only field if your firm currently has only one data location.
  3. Select the documents to store and/or print.
  4. Select the To Cabinet button or Print button at the bottom of the dialog.
  5. In the DT FileCabinet Documents dialog, enter the name of the document as you want it to appear in DT FileCabinet (if different from what is displayed). If appropriate, select the desired DT FileCabinet data location from the
    Store image in DT FileCabinet
     or
    DT FileCabinet
     field. This appears as a read-only field if your firm currently has only one data location.
  6. Select OK to store the document in DT FileCabinet.
note
Tips
  • To store a document in DT FileCabinet and print a copy simultaneously, mark both the
    Printer
     checkbox and the
    Store image in DT FileCabinet
     or
    DT FileCabinet
     checkbox, and click the Print button.
  • If you have a scanner, you can scan documents created other applications and store the scanned image in DT FileCabinet.

This article applies to:

  • Product: DT FileCabinet