This article applies to:

Selecting a public Outlook folder for client email

Use the

Outlook Public Folder

dialog to choose the Outlook public folder location that you would like DT Practice to access when searching for client email messages.

From the Setup menu, choose System Configuration > Outlook > Public Folder.

Mark the Access Outlook Public folder
checkbox.

Select the More

button to open the

Select Folder

dialog.

note

This is an Outlook dialog, and may open behind the DT Practice window. Change the focus to Outlook to see this dialog.

In the folder list, navigate to the public Outlook folder that you want DT Practice to access when searching for client email messages.

note

If the folder does not yet exist, you can create it.

In the

Select Folder

dialog, expand the Public Folders in the Folders List, select the folder in which the new folder will be created, and select the New
button.

In the

Create Folder

dialog, enter a name for the new folder, and select OK
.

In the

Select Folder

dialog, select the new folder you created.

Public folders are available in Outlook’s Folder List. You must be logged in to your Microsoft Exchange Server to access public folders.

Select OK
.