File Exchange

Modifying a Digita NetClient user’s access to File Exchange folders

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Follow these steps to give a Digita NetClient user access to File Exchange folders or to remove a Digita NetClient user’s access to folders.
  1. In the Admin tab of the navigation pane, click the
    Users
     link in the Digita NetClient 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.
    tip
    Delete the entry from the
    Find
     field to view the full list of users.
  3. In the Permissions section, click the Enable button for File Exchange.
    note
    If the Digita NetClient user has access to File Exchange folders through group permissions, the rows for those folders are not available. To remove the user’s access to the folders, you must remove the user from the group or remove the group’s access to the folder.
    The rest of the steps vary depending on the type of folder you want to enable or disable for the user. (View detailed information about folder types.)
    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 see 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 as the user.
  4. Click the appropriate folder type to view the rest of the steps.
    Personal
    1. With Personal selected in the Folder Types list, mark the
      Full
       checkbox for each folder that the user needs to access and clear the checkbox for each folder that the user does not need to access.
      note
      Enter any part of the folder name in the
      Find
       field to find a folder.
      note
      • Digita NetClient users can view files in, upload files to, delete folders from, and delete subfolders from personal folders to which you grant them access. As a result, only the checkboxes in the Full column are available.
      • To create a folder from within this dialog, click the Add Folder button.
    2. Click Enter.
    Private
    1. In the Folder Types list, click Private.
    2. Mark the
      Full
       checkbox to give the user access to the Private folder or clear the checkbox to remove the user’s access to the Private folder.
    3. Click Enter.
    Shared
    1. In the Folder Types list, click Shared.
    2. Mark the
      Read
       checkbox for each folder in which the user needs to view and print files. Mark the
      Full
       checkbox for each folder to which the user will also need to upload files, delete files, and delete subfolders.
      tip
      Enter any part of the folder name in the
      Find
       field to locate a specific folder.
      note
      To give the user access to a folder that you have not yet created, create the folder now.
    3. Clear the
      Read
       and
      Full
       checkboxes for each folder that the user no longer needs to access.
    4. Click Enter.
note
File Exchange or Document Presentation data cannot be restored from backups
  • Once a File Exchange is turned off, all data within the File Exchange is terminated.
  • Once a folder is deleted within a File Exchange, all data within the folder is deleted.

This article applies to:

  • Product: Digita Virtual Office