General

How do I clear the saved Privia passwords?
Sometimes when multiple users are using the same browser to login to Privia the passwords will get cached, which can cause issues within the browser and the...
Thu, Oct 11, 2018 at 1:55 PM
How do I publish a file into Privia?
There are three ways to publish documents into Privia Desktop integration:  If the Privia Platform Client, or Enhanced Web Client is running, right cli...
Tue, Mar 21, 2017 at 1:38 PM
How do I re-sync my Privia Profile?
There are two ways to synchronize your profile. The preferred method is to exit the client and run the Privia Profiler Click the Windows Start button S...
Fri, Mar 17, 2017 at 9:24 AM
How do I reset my password?
There are a few different ways in which the password to login to Privia can be reset: Before logging into Platform Client:     Open Privia Platform f...
Thu, Mar 16, 2017 at 2:51 PM
How can I run the statistics report?
Statistics Report: As an administrator, the only report that you can run on your server without getting a DBA involved is a statistics report. You can get...
Tue, Mar 21, 2017 at 1:39 PM
How do I remove a user from the CC list on a ticket?
Existing users that are CC'd on tickets can be removed through the Privia support portal by a Privia support representative or by a registered technical...
Tue, Mar 21, 2017 at 10:19 AM
I am able to log into the platform client but not the web client.
This is most likely due to one of two scenarios: Scenario 1: Most likely a it is due to a compatibility issue with IE,  to change the compatibility set...
Fri, Mar 17, 2017 at 10:31 AM
I am on an Opportunity website, why is the Privia Toolbar grayed out?
If the toolbar is grayed out, then "Trusted Sites" in Internet Explorer will need to be modified. Your organization's internal IT team will ne...
Wed, Mar 15, 2017 at 3:07 PM
I got an error message saying MS Word cannot open selected file.
This situation occurs when the Microsoft converter tool opens a document in Privia through the converter. Since the converter doesn’t change the file extens...
Fri, Mar 17, 2017 at 10:12 AM
I got an error that my id is inactive, what should I do?
Contact your Privia administrator to get your account license activated. Note: Privia Support cannot activate or inactivate licenses or create content o...
Mon, Mar 20, 2017 at 10:38 AM