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Files: the list
Find anyone, read their state at a glance, edit their details, and archive the files you no longer use.
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5 articles
The same person in several agencies
Find a person in your account and prepare their file in your current agency.
Read instructions →Files: the listThe list: shelves, drawers and filters
The list groups people by urgency so the office starts by what needs it. The left column filters by drawer.
Read instructions →Files: the listEdit the person's details: the email is the key
Name, external ID, phone, email and preferred language live in the file card. The email is what opens the worker portal and receives every request.
Read instructions →Files: the listA file you no longer use: archive it (there is no delete)
A person who left, a patient who was discharged, a file created by mistake: you archive it. Nothing is deleted, it leaves the active list and stops counting, and you can restore it whenever you want. There is no "delete file" button, on purpose.
Read instructions →Files: the listOn a phone the file is read-only; on a tablet you work as on a computer
A tablet — upright or sideways — shows the same system as a computer: the dashboard with its figures, the Files list, and an open file with its index of rows on the left and the paper on screen, ready to work. On any screen, the panel button at the top of the index hides it so the paper fills the screen, and the same button, at the start of the bar above the paper, brings it back exactly as it was; each device remembers your choice. With the tablet upright, that bar shows the full name of the paper with its status underneath, and below a line the buttons together, with the page count on the right. On a phone (or a very small window) you can see the list, open a file, read its folders and look at any paper; working it (placing, filling, signing, exporting) is done on a tablet or a computer. The screen switches by width, so enlarging the window is enough.
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