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DT FileCabinet Documents portlet

The DT FileCabinet Documents portlet is available on the Firm, Staff, and Client Dashboards.
If you are licensed for DT FileCabinet, this portlet displays a drawer of your choosing (Firm and Staff Dashboards) or the selected client (Client Dashboard).
Right-click within the portlet and choose
Options
 from the context menu to change the default drawer / data location for the client’s drawer.
You can navigate to a document in the drawer and double-click it to display the document within DT Practice (when finished viewing, select the Back button to return to the dashboard).
Select the title bar of the portlet to open the DT FileCabinet browser.

This article applies to:

  • Product: DT Practice