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File Transfers portlet

The File Transfers portlet is available on the Firm, Staff, and Clients Dashboards.
note
The File Transfers portlet is available if your firm is licensed for the Client Management module and DT Staff Portal.
This portlet shows information related to file transfers. The information is filtered according to the dashboard on which the portlet resides; for example, on the Staff Dashboard, only information about file transfers involving the staff member currently logged in will be shown.
Select a transfer in the top pane to view additional details for that transfer in the bottom pane. Double-click a transfer to view it in a read-only dialog. Mark the
Show last 30 days only
 and/or
Open Transfers Only
 checkboxes to narrow the list of transfers.
Select the Field Chooser button to choose the fields to be shown in this portlet.

This article applies to:

  • Product: DT Practice