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Navigating and Utilizing the Files and Letters Module

Updated

Description

This quick guide demonstrates an overview of the Files and Letters module and demonstrates how to utilize it for storing digital documents.

 

Contents

The following topics are covered in this quick guide:

Steps

 

Section 1 - Accessing and Layout

  1. With the correct patient at the top of the Sidekick, click Files and Letters.

    Sidekick Files and Letters

  2. The Files and Letters module opens. If default folders have been created, they will display in the main area.

    Note: Refer to the guide on Creating Default Folders to learn how to set these up in Administration.

    Files and Letters Module

  3. Double click any folder to open it and view the digital files inside.

    Double Click Folder

  4. On the left is the menu where the folders and additional options can be navigated.

    Navigation Menu

  5. Archived is at the bottom of the menu. It is a holding place for old or discarded documents.

    Note: There is no way to delete a document; use Archive for documents no longer needed.

    Archived Folder

 

Section 2 - Uploading Files

  1. Click the New button and select File upload.

    File Upload Option

  2. Drag and drop the file into the designated box, or click Select files to browse your computer.

    Note: To select multiple files, hold Shift (Windows) or Command (Mac) while selecting.

    Upload Dialog

  3. Once the files have completed uploading, click Done. Drag and drop the files onto the appropriate folder to keep them organized.

    Note: Maximum file size is 20MB.

 

Section 3 - File Menu

  1. Click the More Options menu on any file to Download, Rename, view Properties, or Archive.

    File Options Menu

  2. To unarchive a file, go to the Archived folder, click the More Options menu, and select Unarchive.

    Unarchive File

 

Section 4 - Create Folder

  1. In the New button options, click Create folder. Name the folder and click OK.

    Create Folder Dialog

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