Files View

Overview: Learn how to use the Files view on Page to manage, view, and organize all the files uploaded to your client.

What Is the Files View?

• The Files view is the home for all files uploaded to Page. It is also a fast and useful jumping-off point to the PDF viewer.

File Information

• When you upload files from the C-file, Page strips out the information from the underlying files and shows you:
  • File ID
  • File type
  • Received date
  • Uploaded date
  • File size
  • Status (summarized, needing attention, etc.)

Managing Files

• For each file, you can:
  • Edit the conditions associated with the file
  • Change the file type
  • Change the received date (useful if the VA misclassifies something)
  • Add the file to a specific Case Plan
  • Share a link to the file
  • Download the individual file
  • Delete the file

Viewing Files

• Click on any file to open it in the PDF viewer.
• Hold Shift and press down to quickly toggle between individual files, allowing you to read through PDFs without clicking each one separately.

Settings

• Under settings, you can show notes inline if you have them.
• You can also export File Collections, which is covered in a separate guide.

Filtering and Searching

• Filter by File Groups, file types, or upload date.
• Search by file type or file ID for quick lookup.

Grouped and Ungrouped Views

• Ungrouped is the default view and shows all files in one list.
• Grouped view applies when there are unsummarized files or files needing attention, and groups them together. You can toggle back to ungrouped at any time.

Uploading and Updating

• The Files view is also where you upload new files and update your summaries.