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File Exchange

Folder Types for File Exchange

Folder Types for File Exchange

The following types of File Exchange folders are available to NetClient CS users.
File Exchange is free, and it enables NetStaff CS users and NetClient CS users to exchange files in a secure environment.
You can give individual NetClient CS users or groups of NetClient CS users access to selected File Exchange folders. You can let NetClient CS users download files from the folders. You can also let NetClient CS users upload files to folders, delete files from folders, and delete subfolders.
You can give individual NetStaff CS users or groups of NetStaff CS users access to all or to selected File Exchange folders. Depending on the type of folder in which the files reside, NetStaff CS users who have access to File Exchange and NetClient CS administration can view files in, upload files to, and delete files from File Exchange folders.
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 only access the files they 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 they have access to.
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 clients' portals through NetFirm CS administration.
Private
Permanent
NetClient CS users can access 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 select 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 through NetFirm CS administration.

File Exchange subfolders

Subfolders can only be created for the Shared folder type.

This article applies to:

  • PRODUCT: Virtual Office CS
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