Deleting File Exchange files or folders from a client portal

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NetStaff CS users who have access to File Exchange and NetClient CS administration can delete shared folders from a client’s portal. These NetStaff CS users can also delete files that are in personal or shared File Exchange folders.

  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. From the File Exchange View field at the top of the screen, select a NetClient CS user.

    The client’s personal and shared File Exchange folders appear in the File Exchange screen.

  3. Navigate to the folder or file you want to delete.

    Note: Depending on the folder structure, you may need to navigate through additional sub-folders to access the desired folder or file.

  4. Mark the checkboxes to the left of the folders or files you will delete.

    Notes

    • You cannot delete shared folders from the top-level File Exchange screen. To delete folders from this screen, a NetFirm CS administrator must open the File Exchange permissions screen, select the appropriate folder type, click the Delete icon to the right of the appropriate folder, and click Enter.
    • You can delete only shared File Exchange folders from a client’s portal. The checkboxes to the left of personal File Exchange folders are not available.
  5. Click the Delete Selected icon near the top of the screen.
  6. Click OK to confirm the deletion.

Related topic: File Exchange overview

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