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File Exchange overview
File Exchange enables NetStaff CS users and NetClient CS users to exchange files in a secure environment.
In the
NetStaff CS tab of the
navigation pane, select File Exchange
in the Documents section.note
If you don't have this option, you don't have access to File Exchange.
File Exchange folder types
You might find the following types of folders in the File Exchange screen.
note
If a new file is available in a File Exchange folder, a
New
indicator appears for the folder name and the file name. NetStaff CS
will remove the indicator when you open the file.Folder type | Description |
|---|---|
Temporary | In general, File Exchange serves as a temporary storage location for files that we need to pass on to you. Files will remain in temporary folders for 14 days, after which NetStaff CS removes them automatically.A clock shows on the icon for temporary folders. When you open a temporary folder, the application displays in the Expiration Date column the date each file will be automatically removed. |
Permanent | NetStaff CS doesn't delete files that are placed in permanent folders. A lock appears on the icon for permanent folders. |
File Transfer | This is a temporary folder that NetClient CS deletes automatically after 30 days. The folder contains 1 or both of the following types of folders.
note
File Transfer folders are created in Practice CS. You can also access secure messages from our staff from this folder. |
Private | Your File Exchange screen may include a Private folder, which is a permanent folder. You can store personal files of any file type in this folder. We aren't notified when you put files in this folder. |