How do I share documents via MyFiles?

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.

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 circle) located at the bottom-right corner of your MyFiles screen.
4. Select a file from your mobile device or your computer. 
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: Only you
   2. Privileged: Your connected practitioner
   3. Shared: Your connected practitioner, co-parent, children, or other third parties connected to your account
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 Uploads

Files that have been uploaded directly to the MyFiles section of the Info Bank and have not been shared 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. To the far right of each file row, click the 3 dots to display the edit and delete options.
4. 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. 
5. Click Delete to delete the file.

Please note: You can only delete files uploaded directly to the MyFiles section that have not been shared. You can not delete shared files linked to other features like messages, moments, check-ins, and expenses.

Checking Your Available MyFiles Storage Space

Each parent account on OurFamilyWizard 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. Look to the top of your MyFiles section to see the amount of file storage space you've used out of your total amount.