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, click the Users link in the NetClient CS section.

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

2. In the Users list, enter any part of the user’s name or login in the Find field and click the user’s name. NetFirm CS displays the user’s information on the right.

   Tip: Delete the entry from the Find field to view the full list of users.

3. In the Permissions section, click the Enable button 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.

   The rest of the steps vary depending on the type of folder you want to enable or disable for the user. (View detailed information about folder types.)

   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 see 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 as the user.

4. Click the appropriate folder type to view the rest of the steps.
   
   

   Personal

   1. With Personal selected in the Folder Types list, mark the Full checkbox for each folder that the user needs to access and clear the checkbox for each folder that the user does not need to access.

      Tip: Enter any part of the folder name in the Find field to find a folder.

      Notes

      • 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.
      • To create a folder from within this dialog, click the Add Folder button.
   2. Click Enter.

   Private

   1. In the Folder Types list, click Private.
   2. Mark 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.
   3. Click Enter.

   Shared

   1. In the Folder Types list, click Shared.
   2. Mark the Read checkbox for each folder in which the user needs to view and print files. Mark the Full checkbox for each folder to which the user will also need to upload files, delete files, and delete subfolders.

      Tip: Enter any part of the folder name in the Find field to locate a specific folder.

      Note: To give the user access to a folder that you have not yet created, create the folder now.

   3. Clear the Read and Full checkboxes for each folder that the user no longer needs to access.
   4. Click Enter.

Related topics

• File Exchange administration overview
• Notifying users when new File Exchange files are available

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