One folder, on both desks.

Invite

One link, and the folder opens.

You pick a clinic from your Clients list, decide how they get in, and send them the link.

• Pick the client.

  The folder stays with one clinic from your Clients list.

• Set the security.

  Invite password and expiry, before the clinic opens the link.

• Decide the access.

  Full access, Upload only, or View only, and an email when the other side uploads.

Your desk

All your clinics, in one place.

One folder per clinic and, inside, a subfolder per patient. What the clinic uploads appears on your desk live.

• Sync now and Pause sync.

  You force a sync or stop it whenever you want.

• Ready to attach.

  What arrives in a folder bound to a case is marked for that case.

• Your slots in view.

  The desk shows how many folders on your plan you are using.

Your team

Each seat, its folders.

In Assign & permissions you choose which lab seats enter each clinic folder, and whether they only read or also write.

1. Assign a seat.

   Technician Ruiz enters Clínica Dental Roma Norte with Read and Write.

2. View only for another.

   Técnica Vega sees and downloads that clinic's files, without changing them.

3. Hide a subfolder.

   Without Access on Mateo-Herrera, Técnica Vega does not see that subfolder.

To the case

From the file to the case, in one step.

The folder belongs to the clinic. When a file belongs to a case, you put it on that case, in its place.

1. Assign to case.

   You pick the case and the destination: Scans, Design, Shade, Prep, Bite, CBCT, and more. It is copied; the file stays in TrazaFolder. In the same step you can assign the case to a seat.

2. Request files.

   You mark what is missing and which case to put it on. What the clinic uploads to a linked folder arrives ready to attach.

Your folder

Your lab's folder, on your desk.

If your lab created your account, TrazaFolder opens with their logo when you sign in. If they sent a link, you open it in Safari or Chrome.

• Nothing to install.

  A link and, if needed, a code you paste once.

• By patient.

  One subfolder per patient, with their scans, photos, and designs.

• Live.

  What the lab uploads appears in your folder, marked from lab.

Organize and upload

Drop the files where they go.

You create a folder by type or by patient and upload loose files or whole folders.

1. New folder.

   Scans, Shade photos, Prep photos, Other, or the name you want.

2. Files or folder.

   Photos, videos, scans, and documents. A folder keeps its subfolders and names, and the upload continues even if you leave the page.

What the lab sends back

Review the design before you continue.

You select what the lab uploaded and, from there, see its versions, comment on it, or download it.

• Versions.

  Each version the lab uploads is kept.

• Comments.

  Notes on the file that the lab and the clinic both see.

• Lock.

  You lock a file while you work on it and the other side does not overwrite it.

Your own folder

You open the folder, you choose the lab.

From your desk you assign the folder to a connected lab and send them the link. They open it and send files back to the same folder.

• Assign to a laboratory.

  You pick one of your connected labs and you can change it whenever you want.

• You decide what they can do.

  Laboratory access rights: Full access, Upload only, or View only.

• Inside the case.

  A case's TrazaFolder tab shows only that case's files.

Safety net

What gets deleted comes back.

Lab and clinic write in the same folder, so both can undo.

• 90-day trash.

  What is deleted goes to Trash and can be restored for 90 days.

• Version history.

  If another version is uploaded, the previous one stays saved. Restore version brings it back.

• Conflict copy.

  If both sides change the same file, both copies are kept.

• Activity.

  Who uploaded, moved, or deleted what, and when.