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File Exchange

Upload files to NetClient CS users' personal or shared File Exchange folders

If you have access to File Exchange and NetClient CS administration, you can upload files to all NetClient CS users’ shared and personal File Exchange folders.
  1. In the NetStaff CS tab of the navigation pane, select
    File Exchange
    .
    note
    If you don't have this option, you don’t have access to File Exchange.
  2. Go to
    File Exchange View
     and select a NetClient CS user.
    note
    The NetClient CS user’s personal and shared File Exchange folders show in the File Exchange screen.
  3. Select the folder you'll upload the file to. Depending on the folder structure, you may need to go through subfolders to access the folder you want.
  4. Select
    Upload
    .
  5. Do 1 of the following.
    • Select
      Add files
      , go to the files you want to upload, select them, and then select
      Open
      . After you add all of the files that you want to upload, select
      Start upload
      .
    • If your browser supports HTML 5, the words “Drag files here” show in the upload section. You can upload files by opening Windows Explorer, going to the files you want to upload, selecting the files, and then dragging the files to the file list. After you add all of the files that you want to upload, select
      Start upload
      .
    • If the files you need to upload are in Dropbox, select
      Choose from Dropbox
      , select the files you want to upload, then select
      Choose
      .
    note
    You can upload multiple files of up to 2 GB, and you can include multiple files in a single upload.
    To select files that are listed consecutively, select the 1st file, select and hold the Shift key, and then select the last file. To select multiple files that are not listed consecutively, select a file and then select and hold down the Ctrl key while you select additional files.
    The files will be available to the NetClient CS user the next time they sign in to NetClient CS.
    New
     indicators show for the folders that contain new files and by the new file. If your firm set up File Exchange notifications for the user, they’ll also get a notification message via the method your firm chose.

This article applies to:

  • Product: Virtual Office CS

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