Miscellaneous

Exporting staff to Digita FileCabinet

If you are licensed for Digita FileCabinet, use the Export Staff screen to export staff information to Digita FileCabinet. You can also export staff to a standalone XML file.
To export staff, follow these steps.
  1. Choose File > Export > Staff to open the Export Staff screen.
  2. Mark one or both of the checkboxes to select a destination for the exported staff:
    • Digita FileCabinet
       — Mark this checkbox if you want to export staff to Digita FileCabinet. If you have more than one Digita FileCabinet data location set up, select one from the drop-down list. A new drawer is created in Digita FileCabinet for each exported staff member.
      If you want to create a Digita Practice Advanced folder in each new Digita FileCabinet staff drawer, mark the
      Create a Digita Practice Advanced folder in Digita FileCabinet Clients
       checkbox. This checkbox is not available unless you have marked the
      Digita FileCabinet
       checkbox.
    • Other
       — Mark this checkbox to export staff to a standalone XML file. Click the More button and navigate to the folder where you want the XML file to be saved.
      note
      If you’re running Digita Practice Advanced through Digita Virtual Office, you can navigate to files on your local network.
  3. If you want to narrow down the list of staff to be exported, select a filter from the drop-down list in the
    Filter
     field. To create a custom filter using criteria that you specify, click the More button.
    note
    To remove an applied filter, click the Red X button.
  4. Click the Export Selected button to export the staff to Digita FileCabinet and/or to an XML file.
    note
    This button is not available unless you have marked the checkbox for at least one staff member in the list.

This article applies to:

  • Product: Digita Practice Advanced