Client File Cabinet Frequently Asked Questions







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The following frequently asked questions provide details on the most commonly asked about pieces of the Client File Cabinet feature.  Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.

Can attached files be write-protected?

Can existing files be batch categorized?

Can I attach a file to multiple face sheets at the same time?

Can I attach a file to the face sheet of a discharged client?

Can I delete or add multiple client file cabinet files at one time?

Can I limit access to a file to specific staff?

Can the 10 MB storage limit for the Client File Cabinet be increased?

What will happen to Client File Cabinet files if duplicate client records are merged?

Why do I see an old File Cabinet category in the ReportBuilder that's no longer available for use?

Why doesn't anything happen when I click a link to download a file or attachment from AWARDS?

Can attached files be write-protected?

AWARDS does not prevent users who open an attached file from making changes to it on their computer; however, the changes made will not be reflected on AWARDS unless the updated file is attached in place of the original file.  If you are concerned with the possibility that files will be altered, you can protect the file before attaching it to the AWARDS system.  The steps for doing so will vary based on the software used to create the file.

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Can existing files be batch categorized?

While we are examining the possibility of adding a feature that will allow multiple files to be edited and categorized at once, the functionality is currently limited to categorizing one file at a time.

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Can I attach a file to multiple face sheets at the same time?

No.  If you would like to attach the same file to multiple face sheets, you must complete the upload process on each client's face sheet individually.

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Can I attach a file to the face sheet of a discharged client?

Yes.  To do so, use the Roster Archives checkbox on the Profile Menu page prior to going into the Face Sheet feature, or the Archives toggle in the Services-Individual module's Client File Cabinet feature.  You'll then be able to select from a list of discharged clients, and once you've chosen the correct former client you can upload documents just as you would for active clients.

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Can I delete or add multiple client file cabinet files at one time?

Files can only be added individually; however, they can be deleted in groups using the multi-select checkboxes on the file cabinet index.

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Can I limit access to a file to specific staff?

No. Documents are viewable by all users of your AWARDS database who have the authority to work with one or more of the three Client File Cabinet access points - client face sheets, the Client History Report, and the Services-Individual module's Client File Cabinet feature.

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Can the 10 MB storage limit for the Client File Cabinet be increased?

Yes.  If you would like to increase the storage limit for the Cabinet File Cabinet so that it is greater than the 10 MB default per client, please review the File Cabinet - Additional Storage Space Information & Pricing Guide and contact your Foothold Customer Success & Advocacy team representative.  There is a fee associated with this increase.

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What will happen to Client File Cabinet files if duplicate client records are merged?

Attached Client File Cabinet files will only be kept for the "Retained" client.

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Why do I see an old File Cabinet category in the ReportBuilder that's no longer available for use?

When a category in the custom categories list is disabled it is removed from availability when categorizing files in the future; however, it is retained as part of historical data.  Any existing files assigned to that category at the time it was disabled will continue to display that original category assignment in the ReportBuilder unless/until that category selection is changed.

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Why doesn't anything happen when I click a link to download a file or attachment from AWARDS?

Clicking a link in AWARDS to download a report/export file, message attachment or Client File Cabinet file is designed to generate a "PHI Download Alert" pop-up notification to inform you that the content of the download may contain confidential or protected information and should be handled accordingly.  If you have a pop-up blocker turned on in your browser's settings and have not exempted *.footholdtechnology.com so that it is always allowed to open pop-ups, it will seem as if nothing is happening when the AWARDS link is clicked.  Please see the instructions for your browser to adjust the settings related to the pop-up blocker.

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