client

The All Files feature allows a user to see all of the files that they have can permission to access. All of the files appear at one time , regardless of the folder locations they are in or the clients they are under.

To find the All Files feature:

Click on “Actions” on the main toolbar.
Select “File Organizer”.
When the File Organizer window opens, click on “All Files” on the left sidebar.

Features

3. Checkboxes
A user can click on the checkboxes next to the files if they want to copy and paste them to a new location. After clicking the boxes, they can use the action button in the top left corner to complete the process.

2. Advanced Filter
If a user wants to do an advanced search to narrow down the files they want to survey, they can click on “Filter”. They will be able to search for specific criteria such as:

– Organization (Org)
– Group
– Location
– Role
– User/Client
– ID Number
– File Type
– Tags
– Keywords
– Updated Between

3. Links
– A user can open a file directly by clicking on the given “File Link” name link.
– A user can access a file’s current location by clicking on the “Location” link.

There are two types of roles available for a client:

Login Client role
Client role

Login Client

The Login Client role is for the caregiver or client to be able to log in and view their portfolio, unlike the regular client role.

The other roles that also have access to the Login Client Portfolio will see two folders within the Client Portfolio:

The Client Files folder is what the Login Client uses as their My Documents and where they can add files and metadata to share with the other users that have permissible access to their portfolio.

Private Files is the folder that is not accessible to the Login Client. This is where the users that have permissible access to the Login Client can add files and metadata to collaborate with other permissible users to the Login Client Portfolio. When the user is ready to share the file with the Login Client, they can drag and drop or cut, copy, and paste files into the Client Files folder.

The Login Client has access to the following tabs:

Actions:
1. File Organizer
Upload:
1. Electronic
2. FAX
3. App
Settings:
1. Update Profile
Notifications:
1. Notifications
Help:
1. Support Query
2. KnowledgeBase

This is a role for a client that does not allow them to have access to the system (no login capabilities). This role is provided to create a portfolio for the Client (patient, student, child, etcetera) that other roles in the system can be given access to and collaborate on.

Posts

File Organizer’s All Files Feature

Features