File Sharing

Looking for a secure way to store and share documents, forms, and other important case-related information? Each client has a section for this purpose!

Uploading a File

Under the left-hand menu, select Files.  Here, you will see a list of documents that you have uploaded to your client's profile.
You can add a new folder or you can add new files. You will be able to upload documents and pictures across a wide variety of formats directly from your computer.

File Information

You can add a new file by clicking on new file. You can edit information regarding an , select the icon to the right of the folder name.

file info

Here, you can rename a file, add a description, and choose if you would like to limit file visibility to Behavior Analysts, Behavior Technicians, or parents. Once edits have been made, select "Save".

Those who have access to the file will be able to view and download the document by selecting the icon to the right of the file listing. 
Documents may be deleted at any time by selecting and then Delete file.

 

Folder Information

You can add a new folder by clicking on new folder. You can edit information regarding an , select the icon to the right of the folder name.

folder info


Here, you can rename a folder, and choose if you would like to limit file visibility to Behavior Analysts, Behavior Technicians, or parents. Once edits have been made, select "Save".