Alerts and notices

1. Perform the steps to send a file to a contact or request a file from a contact
2. Click Send. If no portal in Digita NetClient is assigned to the client, Digita Practice Advanced prompts you to find or add a portal.
3. Click the appropriate button.
   • To add a permanent portal, click Add a portal for Digita NetClient.
   • To add a temporary portal, click Add a temporary portal for Digita NetClient.

Digita NetClient sends an email message to the contact with a link to register the portal and information for logging in.

Related topics

• Adding portals while setting up clients or contacts
• Portals in Digita NetClient for clients and standalone contacts
• File transfers overview

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