Sharing Documents via MyFiles

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Being able to share files, pictures, and documents is vital for many co-parents' communication. On OurFamilyWizard, MyFiles is a central location for parents to upload photos, homework assignments, permission slips, and more. 

In this tutorial:

 
Uploading Documents to MyFiles

Uploading Directly to MyFiles

  1. In the main navigation menu, click Info Bank.
  2. Select the MyFiles section from the menu on the left.  
  3. Next, click the Add button (blue plus sign) located at the top of the MyFiles page. 
  4. Select “Choose file” (Mac) or “Browse File” (PC) to locate the documents you wish to upload.
  5. Once you have chosen the file you wish to upload, you can label it and put a brief description.
  6. Select your Sharing options for this file. This will designate who can access this file. Your options include:
    1. Private: Private files are only viewable to you.
    2. Privileged: Privileged files are only viewable to the connected practitioners you select. These individuals will include any practitioners whom you have granted Professional Access to oversee your account. If you have not granted anyone Professional Access to your account, this Sharing option will not be available.
    3. Shared: Shared files will be viewable to all of your connected practitioners, as well as any family members you select from this list.
  7.  After you have finished, click Save and your file will be uploaded. 

What does it mean to mark a shared communication or file "privileged"?

  • A user has the ability to mark a file shared with another user as "privileged." When a user chooses to mark a communication or file as "privileged," it is the intention of that user that the communication or file be "privileged" between the sender and the person with whom it is shared.

    However, whether or not any given communication will ultimately be protected by attorney-client privilege is a fact-specific legal determination and not one over which OurFamilyWizard has any authority. 

 
Editing or Deleting MyFiles

Editing or Deleting MyFiles Uploads

Files that have been uploaded directly to the MyFiles section of the Info Bank can be edited or removed by the parent who added them. 

  1. In the main navigation menu, click Info Bank.
  2. Select MyFiles from the menu on the left.
  3. In the Options column, click the 3 dots:
    1. Click Edit to edit the file.
      1. If you update the Sharing options to grant someone new access to the file, that user will be notified via a System Message that they can now view the file.
      2. If you update the Sharing options to remove someone's access to the file, that user will be notified via a System Message that they can no longer access the file. 
    2. Click Delete to delete the file. Please note that you can only delete a MyFile entry that:
      1. You uploaded directly to the MyFiles section.
      2. Was attached to a Journal or Expense entry you created that has since been deleted.

 

 
Checking Available MyFiles Space

Checking Your Available MyFiles Storage Space

Each parent account on OFW has storage space that is used when PDFs, pictures, receipts, and other documents are uploaded to the website. Files uploaded by your co-parent do not affect the amount of storage space available for your account. To check how much of your storage space you are currently using, do the following:

  1. In the main navigation menu, click Info Bank.
  2. Select MyFiles from the menu on the left.
  3. In the blue bar above the file list, click on the green Info button  on the right. This will expand a section that will tell you the percentage of MyFiles storage that you are currently using. 

Learn how to purchase more storage space for your account

 
Click to View Entries via MyFiles

Attachments to Messages, Journal Entries, and Expense Entries

While parents can upload documents directly to MyFiles, attachments that were uploaded with a message, a journal entry such as a check-in or moment, or an expense entry will also be documented within MyFiles as well. 

You can see which files in your MyFiles list are attachments to messages, journals, and expenses by clicking the 3 dots under the Options column. If a file is an attachment to another entry, you will be presented the option to view the entry in question.