NetStaff

Hiding Document Presentation files from a Digita NetStaff user

To hide Document Presentation files for a specific client or company from a Digita NetStaff user, follow these steps.
note
  • This topic explains how to hide Document Presentation files from a Digita NetStaff user.
  • Only your firm’s primary Digita NetFirm administrator can complete this procedure.
    The primary Digita NetFirm administrator is the person who was designated as your firm’s Digita NetFirm administrator on the purchase agreement.
  • Your primary Digita NetFirm administrator can also hide Document Presentation files from groups of Digita NetStaff users.
  1. In the Admin tab of the navigation pane, click the
    Users
     link in the Digita NetStaff section.
    note
    If you don’t see this link, you don’t have access to this area.
  2. In the Users list, enter any part of the user’s name or login in the
    Find
     field, and click the user’s name. Digita NetFirm displays the user’s information on the right.
    note
    Delete the entry from the
    Find
     field to view the full list of users.
  3. In the Settings section, click the Enable button for Client Exclusions.
  4. The Client Exclusions dialog lists all clients and companies for which data is available through Digita NetClient or Digita NetStaff. Mark the checkboxes for the clients or companies whose Document Presentation files you want to hide from this Digita NetStaff user.
  5. Click Enter.

This article applies to:

  • Product: Digita Virtual Office