Agency File Cabinet







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The AWARDS Agency File Cabinet enables users to upload attachments to AWARDS.  Attached documents are downloadable by all users of your AWARDS database (including consumers with logins when applicable); however, adding and editing the attachments is restricted to those with permission to do so.  When accessed, the Agency File Cabinet documents download to the user's device and can then be opened outside of AWARDS using the the software that was used to create them (i.e., Adobe Acrobat or Microsoft Word).  If changes are made to a document once it has been opened, and the updated document is saved on a user's device, the updates made will not be reflected in AWARDS; rather, the updated file must be uploaded in place of the original version. 

  TIP:  In addition to the Agency File Cabinet, a separate Client File Cabinet is also available in AWARDS.  The Client File Cabinet enables users to attach documents to the face sheet of a selected client.  For more information on that functionality, click here.

Required Permissions

No special permissions are required to view a document attached to the agency file cabinet.  Permissions required to add, edit, or delete an attached document are as follows:

Add/Edit Agency File Cabinet Documents

IMPORTANT! In multi-agency databases, the "Add/Edit Agency File Cabinet Documents" permission can only be assigned by continuum staff.  Additionally, only continuum staff with that permission have the authority to add/edit documents.  Non-continuum staff cannot attach/edit documents regardless of whether or not a continuum staff member has given them the permission.

  NOTE: Permissions are assigned using the Permissions Maintenance feature. If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Attaching an Agency File Cabinet Document - Attach a document to AWARDS using the Agency File Cabinet.

Editing an Agency File Cabinet Document - Change an agency file cabinet document's file, name, or description.

Deleting a Agency File Cabinet Document - Remove an agency file cabinet document from AWARDS.

Viewing an Agency File Cabinet Document - Open an agency file cabinet document.

Frequently Asked Questions

Agency File Cabinet Frequently Asked Questions

Service Agreements

File Cabinet - Additional Storage Space Information & Pricing Guide

  https://demodb.footholdtechnology.com/help/?10113