Transferring files between staff and contacts
File transfers enable staff and contacts to exchange files electronically and securely via Digita NetStaff and portals in Digita NetClient.
To initiate a file transfer, choose File > Send Files to Contact
or
File > Request Files from Contact.note
To perform file transfers, your firm must be licensed for both the Client Management module of Digita Practice Advanced and Digita NetFirm.