File Exchange

Notifying users when new File Exchange files are available

DT Firm Portal administrators can set up notification messages to alert specific DT Client Portal or DT Staff Portal users when files are uploaded to File Exchange.
  1. In the Admin tab of the navigation pane, click the
    Notification
     link in the Utilities section.
    note
    If you don’t see this link, you don’t have access to this area.
  2. In the Notification list, click File Exchange.
  3. With DT Staff Portal selected under Display Users, do one of the following.
    • Click All Users to send notification messages to all users when a file is uploaded to a File Exchange folder that they can access.
      note
      If a DT Firm Portal administrator previously set up a DT Staff Portal user to receive notifications for File Exchange uploads but the DT Staff Portal user turned those notifications off from within his portal, you can reset the portal to once again receive notifications for uploads. To do this, you must first turn off notifications for the user by clicking the Selected button under Notifications, unmarking the checkbox for the user, and clicking the Enter button. Then, re-enable File Exchange notifications for the user and click Enter again.
    • Click Selected under Notifications to send notifications to specific DT Staff Portal users, and mark the checkboxes for the users who should receive the notification.
    note
    • If you click Select All, new users will receive notifications by default. An administrator does not have to return to this screen to mark the checkboxes for new users.
    • Enter any part of a user’s name or login in the
      Find
       field to locate a user.
    • Under Filter Options, click the Unselected button to display only the users who are not set up to receive notifications about File Exchange uploads. Click the Selected button to display only the users who are set up to receive notification messages.
  4. If you do not want DT Staff Portal users to receive notifications when their colleagues upload files to File Exchange, mark the
    Send notification for DT Client Portal user uploads only
     checkbox.
  5. Under the Display Users heading, click the DT Client Portal button.
  6. Mark the checkbox for each DT Client Portal user to whom DT Firm Portal should send a notification message.
  7. Click Enter.
  8. Optional:
     Modify the template for the notification message.
  9. Optional:
     Specify the method by which users will receive the notification.
The users will now receive notification messages when files are uploaded to File Exchange folders to which they have access. DT Staff Portal users can specify the folders for which they will receive File Exchange upload notifications.
note
Notifications will not be sent for uploads to private folders.

This article applies to:

  • Product: dt-virtual-office