All users on Konfidens have their own file area. This can be used to store important files for personal use, share files across the clinic, or share files externally.
Files belonging to specific clients should be stored in the client's file area.
Upload Files
You can find your file area by clicking on Files in the side menu
Click on Upload Files
Drag and drop one or more files into the window that opens, or click on Select Files to choose from your device.
Share Files
Press the three dots to the right of the file name and select Share
Select sharing settings:
Restricted: Only available to you
Clinic: All staff at the clinic will have access to the file in their file area
Published: Anyone with the link to the file will be able to view it. Use this to share a file with clients or other external parties.
Files that are published will have a link icon in the file list. Click the icon to copy the link to the clipboard and paste it where you need it.
Organize Files
Rename and Describe
Click on the three horizontal dots and select Edit.
Tag Files with Labels
Click on the three horizontal dots and select Labels. Choose from the available labels.
⚠️ The labels are shared across the clinic and it is the administrators who must create the labels that will be available. This is done under Clinic → Labels
Create and Edit Labels:
Go to Clinic → Labels. Click on a label to edit it, or create a new one by clicking on + New Label.
Search and Filter
You can search for files in the search field at the top of the list, or use the filter menu to only see selected files. Press the desired filter to change the settings:
