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This page provides an overview on the Document Management user features.

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Features associated with the Document folder include:

  1. Creating folders using the link in the right panel.

  2. Upload files using the link in the right panel, or drag and drop multiple files from your computer to the right panel

  3. Change the view between list view and icon view using the horizontal blue icon located on the top right

  4. Search for the documents using the search box.

  5. Delete a file or Share a file Options include File Delete, File Share with a client/employee via the portal by clicking the related file more menu and selecting the appropriate option. You can also download the file, or move the file to different foldersSelf-Service Portal or the Brevity Care mobile application, File download, File rename and the movement of the file to a different folder.

  6. Click on the uploaded file to preview within the Filescustom file viewer.