Transferring files between staff and contacts

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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

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