E-File Configuration Profiles
Configure settings for automated E-File uploads.
Written by Jess Hamilton
Updated at July 27th, 2024
Table of Contents
AFI Profiles, Scheduled Reports, and other features in Titan Cloud allow files to be automatically added to the Electronic File Cabinet (E-Files).
E-File Configuration Profiles designate consistent properties to files uploaded as part of one of these automated processes, making it easy to find the files you're looking for.
E-File Configuration Profiles
Click the nine dots in the top left corner to open the global menu and select Administrative Console. In the Administrative Console menu, select Configuration and E-File Configuration Profile.
Click the pencil edit icon to update an existing profile, or click Add New to create a new one.
The following properties can be applied to the profile:
| Property | Description |
|---|---|
| Profile Name | Required field. This name will appear in the dropdown anywhere you can select an E-File Configuration Profile, like the AFI Profile editor or the Report Scheduler. |
| File Application | Category for E-File sorting. File Applications are managed on the Dropdown List Management page in the Administrative Console. |
| Regulator File | Toggle to enable |
| Facility Logo | Toggle to enable |
| Archived Photo | Toggle to enable |
| Training Document | Toggle to enable |
| This file applies to all sites in the selected state/county and facility groups |
If selected for a global profile, the State, County, and Facility Groups selectors designate at which sites the file will be saved at the facility-level.
*This option does not apply to AFI Profiles |
| Description | Optional description that will apply to all files saved using this profile. |
| Tags | Select Tags that will apply to all files saved using this profile. Tags are managed on the E-File Tag Administration page in the Administrative Console. |
Click Add New or Update to save selected configurations.