File Transfer portlet
The
File Transfers
portlet is available on the firm, staff, and clients dashboards.note
The
File Transfers
portlet is available if your firm is licensed for the Client Management module and NetFirm CS.This portlet shows information related to file transfers. The information is filtered according to the dashboard on which the portlet resides. For example, on the Staff Dashboard, only information about file transfers involving the staff member currently signed in will be shown.
- Select a transfer to view more details for that transfer.
- Double-click a transfer to view it in a read-only window.
- Mark theShow last 30 days onlyand/orOpen Transfers Onlycheckboxes to narrow the list of transfers.
- Select theField Chooserbutton to choose the fields to be shown in this portlet.
