Alerts and notices

You can add a File Exchange folder to a client’s portal that they can use to upload documents to your firm. You can also create personal and shared File Exchange folders and give individual users or groups of users access to the folders. All Digita NetClient users can upload files to personal File Exchange folders. If you give Digita NetClient users full access to shared File Exchange folders, they can upload files to, delete files from, and delete subfolders from those folders.

1. In the Admin tab of the navigation pane, do one of the following.
   • To give individual Digita NetClient users access to the folder, click the Users link in the Digita NetClient section.
   • To give groups of Digita NetClient users access to the folder, click the Groups link in the Digita NetClient section.

   Note: If you don’t see these items, you don’t have access to these areas.

2. In the Users or Groups list, click a user or group that will have access to the new folder. The information for the user or group displays on the right.

   Notes

   • To locate a specific user, enter any part of the user’s name or login in the Find field.
   • To locate a specific group, enter any part of the group name in the Find field.
   • Delete the entry from the Find field to view the full list of users or groups.
3. In the Permissions section, click the Enable button for File Exchange.
4. In the Folder Types list, click Personal or Shared. (View detailed information about folder types.)

   Folder type	Temporary or permanent	Description	Notes
   Personal	Either; the Digita NetFirm administrator determines whether the folder is temporary or permanent. If the folder is temporary, Digita NetFirm deletes files after 14 days.	Digita NetClient users can upload files to personal folders. Each Digita NetClient user can see only the files he uploaded. You can give Digita NetStaff users access to Digita NetClient users’ personal File Exchange folders. Digita NetStaff users can view all files in any folder to which they have access.	Digita NetStaff 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 Digita NetClient user’s name from the File Exchange View field at the top of the File Exchange screen in the Digita NetStaff user portal. You can also give Digita NetStaff users permission to view client portals through Digita NetFirm administration.
   Private	Permanent	Digita NetClient users can see only the files they uploaded.	Digita NetClient users can add and delete subfolders and files in the Private folder.
   Shared	Either; the Digita NetFirm administrator determines whether the folder is temporary or permanent. If the folder is temporary, Digita NetFirm deletes files after 14 days.	When you allow Digita NetClient users to view shared folders, they can view all files in the folders. You choose whether Digita NetClient users can also upload files to, delete files from, and delete subfolders from shared folders. Digita NetStaff users who have access to shared File Exchange folders can upload files to and delete files from the folders.	Digita NetStaff 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 Digita NetClient user’s name from the File Exchange View field at the top of the File Exchange screen. You can also give Digita NetStaff users permission to view clients’ portals as the user.

5. In the Available Folders pane, click the Add Folder button.
6. Enter the name of the folder in the Folder Name field.
7. If the files in the new folder should not be deleted automatically after 14 days, click the Yes option.
8. Click the Create button.

Related topics

File Exchange administration overview

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

Modifying a group’s access to File Exchange folders

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

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

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