File Exchange

Adding top-level personal or shared File Exchange folders

Deleting File Exchange files or folders from a client portal

Deleting personal or shared File Exchange folders

File Exchange administration

File Exchange administration frequently asked questions

File Exchange frequently asked questions (FAQs)

File Exchange overview

Finding a folder or file in File Exchange

Modifying a DT Client Portal user’s access to File Exchange folders

Modifying a DT Staff Portal user’s access to File Exchange folders

Notifying users when new File Exchange files are available

Preventing DT Firm Portal from deleting files from personal or shared File Exchange folders

Renaming personal or shared File Exchange folders

Specifying the folders for which you will receive File Exchange upload notifications

Uploading files to a DT Client Portal user’s personal or shared File Exchange folders

Uploading files to File Exchange

Viewing and downloading File Exchange files

Viewing files in a DT Client Portal user’s personal or shared File Exchange folders

Viewing the access history of File Exchange files

Working with files in DT Client Portal users’ personal and shared File Exchange folders