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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.
  1. Open the dashboard where you want to add the portlet (Firm, Staff, or Clients) by clicking the applicable button in the toolbar.
  2. Click the Select Portlets link at the top of the dashboard.
  3. On the Select Portlets dialog, mark the checkbox for the Digita FileCabinet Documents portlet and click OK.
  4. 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)
  5. Click OK.

This article applies to:

  • Product: Digita Practice Advanced