File Exchange
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This article applies to:

  • Product: dt-virtual-office

Renaming personal or shared File Exchange folders

note
When you rename a File Exchange folder, the folder is renamed for all DT Client Portal users.
  1. You can rename File Exchange folders from the following locations in DT Firm Portal administration.
    note
    If you don’t see the links that are specified in this step, you don’t have access to these areas.
    Location
    Actions
    DT Client Portal user permissions.
    In the Admin tab of the navigation pane, click the
    Users
     link in the DT Client Portal section and select any user.
    DT Client Portal groups
    In the Admin tab of the navigation pane, click the
    Groups
     link in the DT Client Portal section and select any group.
    DT Staff Portal user permissions
    In the Admin tab of the navigation pane, click the
    Users
     link in the DT Staff Portal section and select any user.
    DT Staff Portal groups
    In the Admin tab of the navigation pane, click the
    Groups
     link in the DT Staff Portal section and select any group.
  2. In the Permissions section, click the Enable button for File Exchange.
  3. In the Folder Types pane, click the type (Personal or Shared) of the folder you want to rename.
    The full list of personal or shared folders displays in the Available Folders pane.
    tip
    Enter any part of the folder name in the
    Find
     field to locate a specific folder.
  4. Click the folder you want to rename, and enter the new name.
  5. Press Enter.