Documents give your team a secure cloud-based platform to store, share, and access your project files.
Create an organized project space
Set up folders to help everyone quickly find what they need.
To set up folders for a project:
- Select a Project in the Projects dashboard
- Select Documents in the left-hand navigation
- Select Create folder
Tips:
- Before you start creating folders, take some time to understand your team's workflows and establish a folder structure and naming convention.
- Monthly folders should be named in the YYYY-MM format so they'll appear in chronological order.
- If you're organizing by patient, and your organization uses patient codes, prefixing each patient's folder name with their code will help people find what they need.
How to upload and download files
Phase Zero makes it easy to upload and download files wherever you are.
To upload:
- Select a Project in the Projects dashboard
- Select Documents in the left-hand navigation
- Navigate to the folder you want to upload the file
- Select Upload files
- Click the upload area and choose the file or folder you want to upload or if you want to save some time, just drag and drop.
To download:
- Select a Project in the Projects dashboard
- Select Documents in the left-hand navigation
- Navigate to the file you want to download
- Double click on the file to download it