💡 What is the cloud storage in Hexfit
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Edit file visibility
Click on the “Contacts” tab and select the desired client.
Click on the “Files” tab.
Select the desired item.
At the bottom of the file, you will see its visibility level.
To change the visibility, click on it.
Confirm
⚠️ Only files that you have created can be modified. |
Visibility level to choose
Just me
Only the person who added the file will be able to access it.
My branch
All professionals in the branch who are involved in the client's file will be able to access it (but excluding the client).
My company
All professionals in the company who are involved in the client's file will be able to access it (but excluding the client).
Me + My client
The person who added the file will be able to access it, but so will the client.
My company + My client
All professionals in the company who are involved in the client's file will be able to access it, as well as the client.
Everybody
All professionals involved in the client's file will be able to access it, as well as the client.
This includes professionals from any company, as long as they are involved in the client's file.
Add files
From the “Cloud Storage” tab, click on “Add a document.”
Select the file you want to import from your device and double-click on it.
A success message should appear at the bottom of your screen.
Check that the level of visibility is what you want.
Delete a file
Click on the file.
Click on “Actions”.
Select the “Delete” option.
⚠️ Warning, this action is permanent! |
Create folders
You can organize your files by creating folders.
To do this:
From the “Cloud Storage” tab, click on “Add a folder.”
Enter the name and click on the new “Add a folder” button.
⚠️ You can rename and delete folders that you have created, but not those that are created automatically during interventions. |
Folder visibility
For a folder to be visible to a client and for them to be able to add items to it, you must insert a file into it. This file must then be set as visible to the client.
For example, folders could be used to store photos of a client's weight progress.
Groups⚠️ Please note that folders added to a group can only be viewed by clients (if visibility allows).
In other words, clients will not be able to add files to them. |
View document and assessment results
From the “Cloud Storage” section, you can view the results of documents and assessments that have been completed by your client or by a professional.
⚠️ Please note that this section contains protected files and folders. They cannot be modified or deleted. Only items added automatically by the software can be added to the files.
To differentiate a “protected” file from an added item, check the owner. A line will appear for items created automatically (protected).
Share before and after photos with your clients
Your clients can share photos of their progress with you. To do this:
Make sure that the folder visibility includes the client.
The client will be able to add their photos from the mobile app. To help them, you can share this article with them:
💡 Did you know?You can also share images and videos from the messaging app.
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Add a file to the library
From the online storage section, you can add a file to your library. It can then be added to a client's folder in one go, without having to search for it on your device.
Step by step:
Click on the “Contacts” tab.
Select the desired client.
Click on the “Cloud Storage” tab.
Click on the file you want to add to your library.
Click on the “Actions” button.
Select the “Add to library” option.
The file will then be available to share with your other clients.
Add a file from the library
From the “Cloud Storage” tab, click on “Add from library.”
You can then add it to the client's files, delete it from your library, or modify it (name, visibility, category).