File Exchange administration

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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 allow NetClient CS users to download files from the folders. You can also allow NetClient CS users to 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.

File Exchange folder types

The following types of File Exchange folders are available to NetClient CS users.

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. For more information, see the Practice CS topic File transfers overview.
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 see only the files he 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 to which they have access.

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, choose 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 see 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 choose 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, choose 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.

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Related topics

Modifying a NetClient CS user’s access to File Exchange folders

Modifying a NetStaff CS user’s access to File Exchange folders

Viewing File Exchange activity

Adding personal or shared File Exchange folders

Uploading files to a NetClient CS user’s personal or shared File Exchange folders

Deleting File Exchange files or folders from a NetClient CS user’s portal

Viewing client portals through NetFirm CS administration

Viewing files in a NetClient CS user’s personal or shared File Exchange folders

Preventing NetFirm CS from deleting files from personal or shared File Exchange folders

Renaming personal or shared File Exchange folders

Deleting personal or shared File Exchange folders

Notifying users when new File Exchange files are available

Specifying the folders for which you will receive File Exchange upload notifications

Removing a user’s access to modules

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