File Transfer portlet

The
File Transfers
portlet is available on the firm, staff, and clients dashboards.
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.
  1. Select a transfer to view more details for that transfer.
  2. Double-click a transfer to view it in a read-only window.
  3. Mark the
    Show last 30 days only
    and/or
    Open Transfers Only
    checkboxes to narrow the list of transfers.
  4. Select the
    Field Chooser
    button to choose the fields to be shown in this portlet.