Miscellaneous

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.
  1. From the Setup menu, choose System Configuration > Outlook > Public Folder.
  2. Mark the
    Access Outlook Public folder
     checkbox.
  3. 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.
  4. 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.
    1. 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.
    2. In the
      Create Folder
       dialog, enter a name for the new folder, and select
      OK
      .
    3. 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.
  5. Select
    OK
    .

This article applies to:

  • Product: DT Practice