Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

File Exchange

Add top-level personal or shared File Exchange folders

You can add a File Exchange folder to a client's portal that they can use to upload documents to your firm. You can also create personal and shared File Exchange folders and give individual users or groups of users access to the folders. All NetClient CS users can upload files to personal File Exchange folders. If you give NetClient CS users full access to shared File Exchange folders, they can upload files to, delete files from, and delete subfolders from those folders.
note
Your firm administrator and NetStaff CS users who have access to both File Exchange and NetClient CS administration can upload files to shared and personal folders through their NetStaff CS user portals.
  1. In the
    Admin
     tab of the navigation pane, do 1 of the following.
    • To give individual NetClient CS users access to the folder, select
      Users
       in the NetClient CS section.
    • To give groups of NetClient CS users access to the folder, select
      Groups
       in the NetClient CS section.
    note
    If you don't have these options, you don't have access to these areas.
  2. In the Users or Groups list, select a user or group that will have access to the new folder.
    note
    • To locate a specific user, go to
      Find
       and enter any part of the user's name.
    • To locate a specific group, go to
      Find
       and enter any part of the group name.
    • Delete the entry from
      Find
       for the full list of users or groups.
  3. In the Permissions section, select
    Enable
     for File Exchange.
  4. In the Folder Types list, select
    Personal
     or
    Shared
    . (View detailed information about folder types.)
    Folder type
    Temporary or permanent
    Description
    Notes
    File Transfer
    Temporary; NetFirm CS deletes the files and folders after 30 days.
    NetFirm CS creates file transfer folders when you send documents to clients or to contacts through Practice CS.
    Firms that are licensed for NetClient CS and the Client Management module of Practice CS can transfer files securely through Practice CS.
    Personal
    Either; the NetFirm CS administrator determines whether the folder is temporary or permanent. If the folder is temporary, NetFirm CS deletes files after 14 days.
    NetClient CS users can upload files to personal folders. Each NetClient CS user can see only the files he uploaded.
    You can give NetStaff CS users access to NetClient CS users' personal File Exchange folders. NetStaff CS users can view all files in any folder to which they have access.
    NetStaff CS 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, select the NetClient CS user's name from the File Exchange View field at the top of the File Exchange screen in the NetStaff CS user portal.
    You can also give NetStaff CS users permission to view client portals through NetFirm CS administration.
    Private
    Permanent
    NetClient CS users can see only the files they uploaded.
    NetClient CS users can add and delete subfolders and files in the Private folder.
    Shared
    Either; the NetFirm CS administrator determines whether the folder is temporary or permanent. If the folder is temporary, NetFirm CS deletes files after 14 days.
    When you allow NetClient CS users to view shared folders, they can view all files in the folders. You choose whether NetClient CS users can also upload files to, delete files from, and delete subfolders from shared folders.
    NetStaff CS users who have access to shared File Exchange folders can upload files to and delete files from the folders.
    NetStaff CS 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, select the NetClient CS user's name from the File Exchange View field at the top of the File Exchange screen.
    You can also give NetStaff CS users permission to view clients' portals as the user.
  5. In the Available Folders pane, select
    Add Folder
    .
  6. Go to
    Folder Name
     and enter the name of the folder.
  7. If the files in the new folder shouldn't be deleted automatically after 14 days, select
    Yes
    .
  8. Select
    Create
    .

This article applies to:

  • PRODUCT: Virtual Office CS

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close