Keeping Clients Up to Date - Adding files and generating new summaries

Overview: Learn how to keep your client's C-file up to date on Page as it evolves over time.

Keeping Your C-File Up to Date

  • Page is designed to handle your client's case for the lifetime of their case. You can upload your C-file at any point in time, and Page will handle it as it evolves and grows.
  • To update your C-file on Page:
    • Go into eFolder and re-download the entire eFolder. We recommend not cherry-picking individual new files — just download the whole thing and let Page handle the hard part.
    • Upload it to Page. You do not need to unzip the zip file.
  • Page will automatically:
    • De-duplicate files to find any redundant files that were previously uploaded
    • Update CFIDs to reflect the latest in the VA system
    • Show you the net new files that will be uploaded
    • Update the upload date for new files so you can see them as a distinct set of uploads

Filtering by Upload Date

  • The updated upload date is useful if you want to filter your timeline or any other view by upload date to see only the latest additions.

Generating Summaries

  • Once the upload is complete and there are no unrecognized or unreadable files, you can generate your summaries.
  • Page delivers outputs that allow you to review the difference between the previous C-file and the current latest C-file in the easiest way possible.
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