Edi was designed to organize your digital office space.
We use three main structures and some security controls to get this done:
Records - digital space where documents for a particular client, patient, (or thing) are stored
Record Categories - help you quickly categorize and filter your records (e.g. clients, patients, etc.)
Workspaces - another word for a secure folder with organization controls. It’s composed of a group of users with permissions and a folder template. Workspaces are assigned to records.
Record categories are the types of people (or things) you work with every day. For example: Clients, Vendors, Employees, Patients, Projects, etc.
Record categories help you quickly categorize and filter your records.
The record itself is where you store all documents for the the client, patient, (or thing) you work with every day. If you open a record for Company A you will find assigned workspaces along with all the documents organized
A workspace is another word for a secure cabinet. A workspace is made up of:
a group of users that have access to the files within that workspace
a predefined folder structure
Folder structures allow you to quickly organize how you will work with a client
- A folder structure can be composed of a:
- Folder Template - a group of folders that repeat on any given cadence
- Folder - this is a permanent folder that will not repeat every year
Note: Make sure to work with a dedicated customer success agent to help you understand the difference between folder templates and regular folders.