Transfer files between staff and contacts
File transfers let staff and contacts exchange files electronically and securely via NetStaff CS and portals in NetClient CS.
To start a file transfer, select
File
, then Send Files to Contact
or File
, then Request Files from Contact
.note
To perform file transfers, Your firm must be licensed for both the Client Management module of Practice CS and NetFirm CS.
Related Content
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Send files to a contact
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