Transferring files between staff and contacts

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.

Characters left:

File transfers enable staff and contacts to exchange files electronically and securely via NetStaff CS and portals in NetClient CS.

To initiate a file transfer, choose File > Send Files to Contact or File > Request Files from Contact.

See the following topics for more information.

Note: To perform file transfers, your firm must be licensed for both the Client Management module of Practice CS and NetFirm CS.

Related topic: File transfers overview

Share This