Shared Forms and Files

Content

  • Introduction
  • Explanation and Purpose of Shared Forms and Files
  • Accessing Shared Forms and Files
  • Adding a form or file to Shared Forms and Files
  • Deleting a form or file to Shared Forms and Files

Introduction

This article is meant to assist you with your extendedReach Shared Forms and Files.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com.

Explanation and Purpose of Shared Forms and Files

“Shared Forms and Files” is a centrally located space for staff to access resources including web links and files. This single location storage allows for simplicity and accuracy when updating forms and files.

Accessing Shared Forms and Files

From your Workspace, “Shared Forms and Files” is located within Resources under Summaries on the left side of screen.

Image: Workspace to Shared Forms and Files Screen

Within “Shared Forms and Files”, click on “Expand All”. Or click on the small plus symbols to expand files or links individually.

Image: Shared Forms and Files Access Screen

Once expanded, the Shared Form or File Screen can be opened by clicking on the blue hyperlink under “Title. Additionally, the file or link can be downloaded directly by clicking on the blue hyperlink paperclip icon next to the title of the document under “File/Links”.

Image: Shared Forms and Files View Screen

Adding a Form or File to Shared Forms and Files

A User who wishes to Add a Shared Form or File must have the appropriate Security Settings to do so. To allow access, an Agency Administrator will check the “Manage Forms and Files” option under Security within a User ID. 

A User who needs additional selections within the drop-down menus should notify their Agency Administrator. The Agency Administrator will find “Shared Category Files” under System Settings > System Configuration > Keywords > "Shared File Categories". 

From “Shared Forms and Files”, click on “Add Shared File”.

Image: Shared Forms and Files Add Shared File Screen

In the General Tab, type in the Title and select a Category from the drop-down menu.

Image: Shared Forms and Files Add Title and Category

Still in the General Tab, select the Type from the drop-down menu.

Image: Shared Forms and Files File Type

Attach documents by clicking on the paperclip symbol and select the file from you computer. You can also drag and drop documents into this view. 

Image: Attach Documents

Once the file is attached, it will say "New". Click save to make sure your changes are saved. 

Image: Shared Forms and Files Save Attached File Screen

Deleting a form or file from Shared Forms and Files

Should you wish to remove a form, file or link, simply click on the blue hyper-linked title.

Image: “Shared Forms and Delete Attached File Screen”

Click on Edit then click on the trash can icon in the upper right-hand corner of the “File Attachment” screen.

Image: Shared Forms and Delete Attached File Screen

Once the file says "Delete", click on Save at the top of the screen.

Image: Shared Forms and Delete Attached File Screen

Now there are no files or links attached to this Title, however the Title remains.

Image: Shared Forms and Delete Attached File Screen

Should you wish to delete the title as well, click on the title. Select delete and “OK”.

Image: Shared Forms and Delete Attached File Screen

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