Client management

Requesting files from a contact

The file transfers feature in DT Practice enables you to request files from contacts, which they can then transfer to you via portals in DT Client Portal. The files are sent securely, and the contact from whom you request the files receives an email message with instructions for transferring the files.
note
To use the file transfers feature, your firm must be licensed for the Client Management module of DT Practice, as well as DT Firm Portal (for portals).
To request files from a contact, follow these steps.
  1. Choose
    File
     >
    Request Files from Contact
    .
  2. In the
    From Staff
     field, choose the staff member who is requesting the files. This field is filled automatically with the name of the staff member who is currently logged into DT Practice, but you can select a different staff member if necessary.
    note
    The staff member in the
    From Staff
     field must already be associated with a portal in DT Staff Portal.
  3. In the
    To
     field, choose the contact from whom you are requesting the files.
    The contact must have a valid email address entered in DT Practice.
    note
    If the desired contact is not yet entered into DT Practice, right-click and choose
    Add Contact
    .
  4. If applicable, choose the client, staff member, or office with whom the contact is associated in the
    Of
     field.
  5. In the
    Subject
     field, enter text that will make up the subject line of the email message received by the contact.
    note
    The text in the
    Subject
     field will also become the name of the folder that is created in the portal.
  6. Using the drop-down beneath the
    Subject
     field, choose whether to deliver the message body securely or include the message in the body of the email. Secure messages can only be read by contacts in their portals in DT Client Portal.
  7. In the text field, enter a message to the contact. Be sure to describe the files that you are requesting.
  8. Select the
    Send
     button. If the selected contact is already associated with an active portal, DT Practice immediately sends an email message to the contact and sends the file request to the contact’s portal.
  9. If no portal exists for the contact, you will be prompted to choose one of the following options. Select the appropriate button to continue.
    • Help me find and use an existing portal
       — Opens the
      Find Portal
       dialog, where you can search for an existing portal associated with the contact or add a new one. If you find such a portal, highlight it and choose
      Select
       to continue. The contact will receive an email message about the file request.
    • Add a portal for DT Client Portal
       — Immediately creates a new portal in DT Client Portal for the contact. The contact will receive two email messages: a welcome message with instructions for registering the new portal and logging in, and a notification message about the file request.
    • Add a temporary portal for DT Client Portal
       — Immediately creates a new
      temporary
       portal in DT Client Portal for the contact. The contact will receive two email messages: a welcome message with instructions for registering the new portal and logging in, and a notification message about the file request.
Contacts for whom you create portals (full or temporary) must first register those portals before they can access the files you sent. The email messages they receive will originate from the following address:
register@netclientcs.com

This article applies to:

  • Product: DT Practice