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File Exchange

Modify NetClient CS user's access to File Exchange folders

Follow these steps to give a NetClient CS user access to File Exchange folders or to remove a NetClient CS user's access to folders.
  1. In the
    Admin
     tab of the navigation pane, select
    Users
     in the NetClient CS section.
  2. In the Users list, enter any part of the user's name or login in the
    Find
     field and select the user's name.
    note
    Delete the entry from
    Find
     to view the full list of users.
  3. In the Permissions section, select
    Enable
     for File Exchange.
    note
    If the NetClient CS user has access to File Exchange folders through group permissions, the rows for those folders are not available. To remove the user's access to the folders, you must remove the user from the group or remove the group's access to the folder.
  4. Select the appropriate folder type to view the rest of the steps:
    • Personal
      • With Personal selected in the Folder Types list, select the
        Full
         checkbox for each folder that the user needs to access and clear the checkbox for each folder that the user doesn’t need to access.
        note
        NetClient CS users can view files in, upload files to, delete folders from, and delete subfolders from personal folders to which you grant them access. As a result, only the checkboxes in the Full column are available.
      • Enter any part of the folder name in the
        Find
         field to find a folder.
      • To create a folder from within this window, select
        Add Folder
        .
    • Private
      • In the Folder Types list,
        Private
        .
      • Select the
        Full
         checkbox to give the user access to the Private folder or clear the checkbox to remove the user's access to the Private folder.
    • Shared
      • In the Folder Types list, select
        Shared
        .
      • Select the
        Read
         checkbox for each folder in which the user needs to view and print files. Select the
        Full
         checkbox for each folder to which the user will also need to upload files, delete files, and delete subfolders.
      • Enter any part of the folder name in the
        Find
         field to locate a specific folder
      • To give the user access to a folder that you haven’t yet created, create the folder now.
      • Clear the
        Read
         and
        Full
         checkboxes for each folder that the user no longer needs to access.
    note
    • File Exchange or Document Presentation data can't be restored from backups.
    • Once a File Exchange is turned off, all data within the File Exchange is terminated.
    • Once a folder is deleted within a File Exchange, all data within the folder is deleted.
  5. Select
    Enter
    .

This article applies to:

  • Product: Virtual Office CS

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