{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/fe97ac15a45c463f8f14b805a9dff220\" frameborder=\"0\" width=\"2760\" height=\"2070\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":2070,"width":2760,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":2070,"thumbnail_width":2760,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/fe97ac15a45c463f8f14b805a9dff220-dde45d5e5a240b55.gif","duration":156.041,"title":"Keeping Clients Up to Date - Adding files and generating new summaries","description":"This Loom explains how to keep a client’s C file up to date in Page as it evolves. It shows that you can upload a net new eFolder or any additional files, and Page will automatically deduplicate them and incorporate net new items into client summaries, updating CFIDs if they change. To update, the guidance is to re-download the entire eFolder from eFolder and upload the whole thing without unzipping, rather than cherry-picking individual files. After upload, Page flags net new files, shows upload dates for filtering, lets you assign received dates as needed, and then generates summaries with a review of differences between the previous and latest C files."}