File Exchange

Uploading files to a Digita NetClient user’s personal or shared File Exchange folders

If you have access to File Exchange and Digita NetClient administration, you can upload files to all Digita NetClient users’ shared and personal File Exchange folders.
  1. In the Digita NetStaff tab of the navigation pane, click the
    File Exchange
     link.
    note
    If you don’t see this link, you don’t have access to File Exchange.
  2. From the
    File Exchange View
     field at the top of the screen, select a Digita NetClient user.
    The Digita NetClient user’s personal and shared File Exchange folders appear in the File Exchange screen.
  3. Click the folder to which you will upload the file. Depending on the folder structure, you may need to navigate through sub-folders to access the desired folder.
  4. Click the Upload icon.
  5. Do one of the following.
    • Click the Add files button, navigate to the files you want to upload, select them, and click the Open button. After you add all of the files that you want to upload, click the Start upload button.
    • If your internet browser supports HTML 5, the words "Drag files here" appear in the upload section. You can upload files by opening Windows Explorer, navigating to the files you want to upload, selecting the files, and dragging the files to the file list. After you add all of the files that you want to upload, click the Start upload button.
    • If the files you need to upload are in Dropbox, click Choose from Dropbox at the bottom of the upload dialog, navigate to and select the files you want to upload, and click the Choose button.
    note
    You can upload multiple files of up to 2 gigabytes (GB), and you can include multiple files in a single upload.
    To select files that are listed consecutively, click the first file, press and hold the SHIFT key, and then click the last file. To select multiple files that are
    not
     listed consecutively, click a file and then press and hold down the CTRL key while you click additional files.
The files will be available to the Digita NetClient user the next time he logs in to Digita NetClient. New indicators appear to the right of folders that contain new files and to the right of the new file. If your firm set up File Exchange notifications for the user, he will also receive a notification message via the method your firm specified.

This article applies to:

  • Product: Digita Virtual Office