Miscellaneous

Selecting a public Outlook folder for client email

Use the Outlook Public Folder dialog to choose the Outlook public folder location that you would like Digita Practice Advanced to access when searching for client email messages.
note
If your firm is running Digita Practice Advanced in a Digita Virtual Office environment, you cannot create Outlook public folders. Instead, follow these steps to create a subfolder within your Firm ID shared folder (for example, 12345_Shared).
  1. From the Setup menu, choose System Configuration > Outlook > Public Folder.
  2. Mark the
    Access Outlook Public folder
     checkbox.
  3. Click the More button to open the Select Folder dialog.
    note
    This is an Outlook dialog, and may open behind the Digita Practice Advanced window. Change the focus to Outlook to see this dialog.
  4. In the folder list, navigate to the public Outlook folder that you want Digita Practice Advanced to access when searching for client email messages.
    note
    If the folder does not yet exist, you can create it.
    1. Do one of the following.
      • Local installation: In the Select Folder dialog, expand the Public Folders in the Folders List, select the folder in which the new folder will be created, and click the New button.
      • Digita Virtual Office: In the Select Folder dialog, expand the shared folder for your firm ID (for example, 12345_Shared), right-click, and select New Folder from the context menu.
    2. In the Create Folder dialog, enter a name for the new folder, and click OK.
    3. In the Select Folder dialog, click the new folder you created.
    Public folders are available in Outlook’s Folder List. You must be logged in to your Microsoft Exchange Server to access public folders.
  5. Click OK.

This article applies to:

  • Product: Digita Practice Advanced