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 DT Client Portal users can upload files to personal File Exchange folders. If you give DT Client Portal 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 DT Client Portal users access to the folder, click the Users link in the DT Client Portal section.
   • To give groups of DT Client Portal users access to the folder, click the Groups link in the DT Client Portal 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
   File Transfer	Temporary; DT Firm Portal deletes the files and folders after 30 days.	DT Firm Portal creates file transfer folders when you send documents to clients or to contacts through DT Practice.	Firms that are licensed for DT Client Portal and the Client Management module of DT Practice can transfer files securely through DT Practice. For more information, see the DT Practice topic File transfers overview.
   Personal	Either; the DT Firm Portal administrator determines whether the folder is temporary or permanent. If the folder is temporary, DT Firm Portal deletes files after 14 days.	DT Client Portal users can upload files to personal folders. Each DT Client Portal user can see only the files he uploaded. You can give DT Staff Portal users access to DT Client Portal users’ personal File Exchange folders. DT Staff Portal users can view all files in any folder to which they have access.	DT Staff Portal 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 DT Client Portal user’s name from the File Exchange View field at the top of the File Exchange screen in the DT Staff Portal user portal. You can also give DT Staff Portal users permission to view client portals through DT Firm Portal administration.
   Private	Permanent	DT Client Portal users can see only the files they uploaded.	DT Client Portal users can add and delete subfolders and files in the Private folder.
   Shared	Either; the DT Firm Portal administrator determines whether the folder is temporary or permanent. If the folder is temporary, DT Firm Portal deletes files after 14 days.	When you allow DT Client Portal users to view shared folders, they can view all files in the folders. You choose whether DT Client Portal users can also upload files to, delete files from, and delete subfolders from shared folders. DT Staff Portal users who have access to shared File Exchange folders can upload files to and delete files from the folders.	DT Staff Portal 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 DT Client Portal user’s name from the File Exchange View field at the top of the File Exchange screen. You can also give DT Staff Portal 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 DT Client Portal user’s access to File Exchange folders

Modifying a group’s access to File Exchange folders

Uploading files to a DT Client Portal user’s personal or shared File Exchange folders

Deleting File Exchange files or folders from a DT Client Portal user’s portal

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