File Exchange overview
In the File Exchange screen, you will find files such as templates for forecasting, budgeting, and estimating taxes. You can view, download, and print these files at any time.
In addition, you might find files that you will exchange with our firm in this screen. You can download these files to your computer, complete or modify them as necessary, and then upload the updated files to your portal where we can then access them.
In the navigation pane, click the
File Exchange
link in the Documents section.If you don't see this link, you don't have access to File Exchange.
File Exchange folder types
You might see the following types of folders in the File Exchange screen.
note
If a new file is available in a File Exchange folder, a New indicator appears to the right of both the folder name and the file name. Digita NetClient will remove the indicator when you open the file.
Folder type | Description |
|---|---|
Temporary  | In general, File Exchange serves as a temporary storage location for files that we need to pass on to you. Files will remain in temporary folders for 14 days, after which Digita NetClient removes them automatically. A clock appears on the icon for temporary folders. When you open a temporary folder, the application displays in the Expiration date column the date on which each file will be automatically removed. |
Permanent  | Digita NetClient does not delete files that are placed in permanent folders. A lock appears on the icon for permanent folders. |
Private  | Your File Exchange screen may include a Private folder, which is a permanent folder. You can store personal files of any file type in this folder. We are not notified when you place files in this folder. |