Setup (General)

Linking to documents in DT FileCabinet

Use the Select a DT FileCabinet Document dialog to create a link to a document stored in DT FileCabinet from any Links tab in DT Practice.
  1. Open the Select a DT FileCabinet Document dialog by right-clicking within the Links tab and choosing
    Add DT FileCabinet Document
     from the context menu.
    note
    If you are adding a link from one of the setup screens (for example, Clients), you must select the
    Add
     or
    Edit
     button before the context menu is available.
  2. In the
    Select a DT FileCabinet Document
     dialog, select a data location from the drop-down list in the
    Data Location
     field.
  3. To locate a drawer quickly, enter its name in the field above the list of drawers and select the
    Go
     button. Otherwise, you can scroll through the list of drawers until you find the one you want.
  4. Expand the drawer and select the document to which you want to link. You can preview the document in the watch window.
  5. When you have selected the desired document, select
    OK
     to create the link.
note
  • By default, each link is named using the document name from DT FileCabinet. You can rename the link by right-clicking it and choosing
    Rename Link
     from the context menu.
  • If you are in one of the setup screens (for example, Engagement Templates), you must select the
    Enter
     button to save your changes to the setup item.

This article applies to:

  • Product: DT Practice