Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Client Management

File transfers overview

Use file transfers in Practice CS to share documents securely with your clients and contacts using web-based portals. You can add portals, send files to a contact, and request files from a contact. You can also require a file to be signed electronically and returned by the recipient.

Types of portals

Practice CS uses 3 types of portals for file transfers:
  • NetStaff CS portals
    NetStaff CS portals
     - permanent portals associated with members of your firm’s staff.
  • Permanent client portals
     - permanent portals associated with contacts for 1 or more of your firm’s clients, or for standalone contacts.
  • Temporary client portals
     - limited, temporary portals used for transactions with miscellaneous contacts. These portals expire and become inaccessible 30 days after they are created (or 30 days after file transfer requests for a portal are completed, whichever comes last).

File transfer status

You can check the status of a file transfer, as well as the status of files involved in the transfer and of electronic signatures, using the File Transfers tab on the Manage Clients screen or the File Transfers portlet on the Firm, Staff, or Client Dashboards.

Notifications

You can use the Notifications tab of the Firm setup screen to set up notifications for the following file transfer-related events. Select
Setup
,
Firm
, then the
Notifications
 tab.
  • The registration of a new portal.
  • The completion of a file transfer.
  • When files provided by a contact are ready to download.
  • The signing or rejection of a document in a file transfer.
  • The download of a file in a file transfer.
Additional events related to the status of files, electronic signatures, and file transfer transactions are displayed in the File Transfers portlet and the File Transfers tab of the Manage Clients screen. The progress of file transfers through their life cycles is also recorded as interactions shown in the Interactions portlet (Staff and Client Dashboards) and the Interactions tab of the Manage Clients screen.

This article applies to:

  • Product: Practice CS

Related content