View and Edit Partner Files from the System Admin Module

Users can view files attached to partner data in the System Admin Module. This is helpful to users who may have questionnaires mapped to files for attaching any necessary documents and would like to navigate to one area to view all files available.

For instructions on how to view partner files and associated records connected with a selected file from the Partners Module, please see our full help articles below:

This article covers the following topics:

Navigating from the System Admin Module

From the System Admin Module, navigate to the Clients tab and click on a partner to view the files associated with them as shown below:

Viewing Partner Files

Viewing in Partner Details

Navigate to the Files tab and click on the file name as shown below.

Downloading File Information

Downloading in Partner Details

To download a copy of the file, click on the Download File button within the same row of the file you wish to download.

Deleting File Information

Deleting in Partner Details

To remove files, click on the Trash icon in the same row as the file you wish to delete.