Setup (General)

Finding existing portals for contacts or staff

Because portals in DT Firm Portal can be created from other DT Professional Suite applications, you may want to search for an existing portal associated with a contact before creating a new portal. Use the
Find Portal
 dialog to perform this search.
To open the
Find Portal
 dialog, do one of the following:
  • Select the
    Find
     button next to the
    Portal
     field on the Contact Info tab of the Clients, Staff, or Offices setup screen.
    note
    You can find portals for clients, staff, offices, or standalone contacts on the appropriate setup screen or on the Contacts tab of the
    Manage Clients
     screen.
  • Select the
    Send
     button on the
    Send Files
     dialog for a transfer to a contact with no associated portal, then select the
    Help me find and use an existing portal
     button.
  • Select the
    Send
     button on the
    Request Files
     dialog for a request to be sent to a contact with no associated portal, then select the
    Help me find and use an existing portal
     button.
On the
Find Portal
 dialog, you can search and use filters to narrow the list of portals, and you can select column headers to sort the list. Mark the
Show Expired Portals
 checkbox to include inactive portals in the list.
note
The list of results may be limited due to excessive length. Select the
Get More Items
 button to see more results.
If you find a portal that matches the contact, select the
Select
 button to associate the portal with the contact in DT Practice. If you do not find a portal that matches the contact, select the
Actions
 button and choose
Add Portal
 from the drop-down list to add a new portal.

This article applies to:

  • Product: DT Practice