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Setting DT FileCabinet Documents portlet options

When you add the DT FileCabinet Documents portlet to a dashboard, you must tell DT Practice where to look for the information that will be displayed in the portlet.
To add and set up a DT FileCabinet Documents portlet, follow these steps.
  1. Open the dashboard where you want to add the portlet (Firm, Staff, or Clients) by selecting the applicable button in the toolbar.
  2. Select the
    Select Portlets
     link at the top of the dashboard.
  3. On the
    Select Portlets
     dialog, mark the checkbox for the DT FileCabinet Documents portlet and select
    OK
    .
  4. On the
    DT FileCabinet Document Options
     dialog, use the drop-down lists to select the following information.
    • Data Location
       — the folder where DT FileCabinet data is stored: usually
      C:\WINCSI\FcabData
      , where C: is the drive where you installed DT FileCabinet
    • Drawer
       — the drawer from DT FileCabinet you want to display. (Firm and Staff Dashboards only)
  5. Select
    OK
    .

This article applies to:

  • Product: DT Practice