File Exchange administration
File Exchange is free, and it enables Digita NetStaff users and Digita NetClient users to exchange files in a secure environment.
You can give individual
Digita NetClient
users or groups of Digita NetClient users access to selected File Exchange folders. You can allow Digita NetClient users to download files from the folders. You can also allow Digita NetClient users to upload files to folders, delete files from folders, and delete subfolders.You can give individual
Digita NetStaff
users or groups of Digita NetStaff users access to all or to selected File Exchange folders. Depending on the type of folder in which the files reside, Digita NetStaff users who have access to File Exchange and Digita NetClient administration can view files in, upload files to, and delete files from File Exchange folders.File Exchange folder types
The following types of File Exchange folders are available to Digita NetClient users.
Folder type | Temporary or permanent | Description | Notes |
|---|---|---|---|
Personal | Either; the Digita NetFirm administrator determines whether the folder is temporary or permanent. If the folder is temporary, Digita NetFirm deletes files after 14 days. | Digita NetClient users can upload files to personal folders. Each Digita NetClient user can see only the files he uploaded. You can give Digita NetStaff users access to Digita NetClient users’ personal File Exchange folders. Digita NetStaff users can view all files in any folder to which they have access. | Digita NetStaff users who have access to personal File Exchange folders through File Exchange permissions can view files in and upload files to personal File Exchange folders. To do this, choose the Digita NetClient user’s name from the File Exchange View field at the top of the File Exchange screen in the Digita NetStaff user portal.You can also give Digita NetStaff users permission to view clients’ portals through Digita NetFirm administration. |
Private | Permanent | Digita NetClient users can see only the files they uploaded. | Digita NetClient users can add and delete subfolders and files in the Private folder. |
Shared | Either; the Digita NetFirm administrator determines whether the folder is temporary or permanent. If the folder is temporary, Digita NetFirm deletes files after 14 days. | When you allow Digita NetClient users to view shared folders, they can view all files in the folders. You choose whether Digita NetClient users can also upload files to, delete files from, and delete subfolders from shared folders. Digita NetStaff users who have access to shared File Exchange folders can upload files to and delete files from the folders. | Digita NetStaff users who have access to shared File Exchange folders through File Exchange permissions can view files in, upload files to, and delete files from shared File Exchange folders. To do this, choose the Digita NetClient user’s name from the File Exchange View field at the top of the File Exchange screen.You can also give Digita NetStaff users permission to view clients’ portals through Digita NetFirm administration. |
File Exchange subfolders
Subfolders can only be created for the "Shared" folder type.