CRM and Transcriptionist Profile Files

Summary

Files can be uploaded as part of the HR page for a transcriptionist (KB687), and the Facility CRM page for a Facility (KB686).  The HR Files page lists all files which have been uploaded to the platform for transcriptionists.

Steps

• Go to the Administration tab ⇒ Account subtab.
• Scroll down to the bottom of the page and click on the Manage link in the HR and CRM Files page.
  
• The page will load with a list of all files.
  

Options

• Filters:  Once a filter is selected/entered click Search.

• Manager:  Account Manager or Workflow Coordinator.  Click the drop-down menu to choose:
  • All Managers (default)
  • Specific Manager
• File Type:  When a file is uploaded the file type can be designated. Options include:
  
• Expiration:  An Expiration Date can be set for files uploaded. Options include:
  • Expired
  • Not Expired
  • All
• User/Facility
• Description
• File Name
  

• Click the File Name to download/open that file.
• Click the pencil icon to modify file attributes.
• Click the red X to delete the file.