To create an outgoing file exchange to a group

An outgoing file exchange to a group can be done through the Administrative File Library or the Organization Collaboration StrongBox (if applicable)


Administrative File Library

Required Role: File Editor
  • Click "Files" from the left navigation menu
  • Locate the file to be exchanged
  • Click the "Exchange File" action icon  
    • Enter a brief description in the description text box
      • The Description field is required
      • If you wish to change the name simply enter the desired name in the text box
    • Select the outgoing exchange recipients:
      • Select users in the Users tab by clicking the checkbox to the left of the name

      • Select a group(s) in the Groups tab by clicking the checkboxes next to the desired recipient groups (This tab is based on your service provider and user settings).  Clicking the caret to the left of the group name will display the Users in that group.
  • Once the desired recipients have been selected click "Create"
  • A success notification will appear showing that the exchange was created successfully

To view exchanged files in the Administrative File Library
  • Click "Files" from the left navigation menu
  • Click the Share Management To Users tab


Organization Collaboration StrongBox

Requirements: The internal user must have the File Editor role and be granted access to the organization collaboration StrongBox
  • Locate the file you want to exchange with a group(s)
  • Click on the menu action icon to the right of the item
  • Click "Exchange"
  • A Create Exchange dialogue box will appear to create the exchange
    • Enter a brief description in the description text box
      • The Description field is required
      • If you wish to change the name simply enter the desired name in the text box
    • Select the outgoing exchange recipients:
      • Select the organization in the Organizations tab by clicking the checkbox to the left of the name

      • Select a group(s) in the Groups tab by clicking the checkboxes next to the desired recipient groups (This tab is based on your service provider and user settings)
  • After all of the recipients have been selected click "Create"

To view exchanged files in the organization collaboration StrongBox
  • Click "Managed Shared Items" from the left navigation menu
  • Click "My Exchanges" from the drop-down menu


Based on their file restriction settings, group members may prevent some exchanges from being received on their end