What is file storage in Hexfit

The file section acts as Cloud Storage. You can therefore import files (PDF, photos, videos, etc.) into it in order to share them or not with your client.

Note that all the results of document type interventions will also be stored here.

File visibility

To know or modify the visibility of a file:

  1. Click on the client tab and choose the one to whom you want to share;

  2. Click on the "files" tab;

  3. Choose the desired file;

  4. At the bottom of the document, you can see the level of visibility of the document;

  5. If "Me + my client" or "Everyone" is selected, your client will be able to see it in their app. Otherwise, the file will be invisible to him.

  6. To change the visibility, click on the blue letters.

⚠️ Only files of which you are the creator can be modified.

Add documents

  1. Click on the "+" at the bottom right of the screen;

  2. Click on "add a document";

  3. Choose the file to import and double click on it.

Delete a document

  1. Open the document;

  2. Click on "actions" at the top of the page;

  3. Choose the "delete" option.

Create folders

You can tidy up your documents by creating folders.

To do this :

  1. Click on the "+" at the bottom right of the screen;

  2. Click on "Add a folder";

  3. Enter the name and click the new "Add Folder" button.

⚠️You can rename and delete folders that you have created, but not those that are created during interventions.

File sharing by client

Your client can also share documents with his professional(s). (For example photos or short videos.)

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