File Exchange

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

If you have access to File Exchange and DT Client Portal administration, you can view the files that are in DT Client Portal users’ shared and personal File Exchange folders.
  1. In the DT Staff Portal tab of the navigation pane, click the
    File Exchange
     link.
    note
    If you don’t see this link, you don’t have access to File Exchange.
  2. In the
    File Exchange View
     field near the upper-right corner of the screen, enter any part of the DT Client Portal users’ name or login and select the DT Client Portal user.
    The user’s personal and shared File Exchange folders appear in the File Exchange screen.
    note
    Delete the entry from the
    Find
     field to view the full list of users.
  3. Click the folder that contains the file you want to view.
    note
    Depending on the folder structure, you may need to navigate through additional sub-folders to access the desired folder.
  4. Click the name of the file.
    tip
    If you cannot see files that should be in the folder, you might need to delete your temporary internet files or cached files.
Depending on how your computer is configured, you will either be prompted to save the file to your hard drive or the file will open automatically in the appropriate application.

This article applies to:

  • Product: dt-virtual-office