Setting Digita FileCabinet Documents portlet options
When you add the Digita FileCabinet Documents portlet to a dashboard, you must tell Digita Practice Advanced where to look for the information that will be displayed in the portlet.
To add and set up a Digita FileCabinet Documents portlet, follow these steps.
- Open the dashboard where you want to add the portlet (Firm, Staff, or Clients) by clicking the applicable button in the toolbar.
- Click the Select Portlets link at the top of the dashboard.
- On the Select Portlets dialog, mark the checkbox for the Digita FileCabinet Documents portlet and click OK.
- On the Digita FileCabinet Document Options dialog, use the drop-down lists to select the following information.
- Data Location— the folder where Digita FileCabinet data is stored: usually C:\WINCSI\FcabData, where C: is the drive where you installed Digita FileCabinet
- Drawer— the drawer from Digita FileCabinet you want to display. (Firm and Staff Dashboards only)
- Click OK.