Uploading files to File Exchange

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You can upload files of up to 2 gigabytes (GB) to File Exchange folders. If you upload multiple files, the size of each file must be 2 GB or less. We recommend that you upload files directly to File Exchange from your computer, network, or mobile device.

Note: Follow these steps to upload files to shared File Exchange folders that appear in the File Exchange screens in your portal. If you have access to File Exchange and NetClient CS administration, you can upload files to NetClient CS users’ personal and shared File Exchange folders using the File Exchange View field.

  1. In the NetStaff CS tab of the navigation pane, click the File Exchange link.

    Note: If you don’t see this link, you don’t have access to File Exchange.

  2. In the File Exchange screen, click the folder to which you will upload the file. Depending on the folder structure, you might need to navigate through sub-folders to access the desired folder.
  3. Click the Upload icon.
  4. Do one of the following.
    • Click the Add files button, navigate to the files you want to upload, select them, and click the Open button. After you add all of the files that you want to upload, click the Start upload button.
    • If your internet browser supports HTML 5, the words "Drag files here" appear in the upload section. You can upload files by opening Windows Explorer, navigating to the files you want to upload, selecting the files, and dragging the files to the file list. After you add all of the files that you want to upload, click the Start upload button.
    • If the files you need to upload are in Dropbox, click Choose from Dropbox at the bottom of the upload dialog, navigate to and select the files you want to upload, and click the Choose button.

    Note: You can upload multiple files of up to 2 gigabytes (GB), and you can include multiple files in a single upload.

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