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 for the exchange (This is a required field)
       
    • Select the outgoing exchange recipients:
      • Select users in the Select Users tab by clicking the checkbox to the left of the name

      • Select a group(s) in the Select Groups tab by clicking the checkboxes next to the desired recipient groups (This tab is based on your service provider and user settings)
  • 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 "Exchanged Items" from the left navigation menu, then select "To Users" 


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 for file dialogue box will appear to create the exchange
    • Enter a brief description in the description text box - (This is a required field)
    • Select the outgoing exchange recipients:
      • Select the organization in the Select Organizations tab by clicking the checkbox to the left of the name

      • Select a group(s) in the Select 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 the recipients have been selected click "Create"

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


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