To create an outgoing file exchange to a group
  • Locate the file you want to exchange
  • Click on the ellipsis menu to the right of the file
  • Click Exchange
  • A Create Exchange dialogue box will appear to create the exchange
    • Enter a brief description in the description text box - This step is optional but will default to show Exchange For: (Item Name)
    • 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 settings)
  • After all the recipients have been selected click Create
To view the files that you have exchanged to a group
  • Click Share Management from the left navigation menu
  • Click the Exchanges tab


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