---
title: Virtual Files User Guide (9Online)
description: Virtual Files (Vfiles) is an electronic filing cabinet that stores documents within the clients record for easy access.
---

[Skip to content](https://support.tributetech.com/srs/virtual-files-user-guide#main-content)

English

Show submenu for translations

[Register For The Customer Support Portal](https://support.tributetech.com/portal?hsLang=en)

![](https://support.tributetech.com/hs-fs/hubfs/Tribute%20Tech%20Logo.webp?width=277&height=80&name=Tribute%20Tech%20Logo.webp)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Register For The Customer Support Portal](https://support.tributetech.com/portal)
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [SRS](https://support.tributetech.com/srs?hsLang=en)
2. [9Online](https://support.tributetech.com/srs/9online?hsLang=en)

# Virtual Files User Guide (9Online)

## Virtual Files (Vfiles) is an electronic filing cabinet that stores documents within the clients record for easy access.

**Other Add-ons that work with Virtual Files:**

- Any document uploaded into Family Link or submitted by E-Signature, will go directly into Vfiles.
- With the Mobile.9 app, you can add forms to Vfiles right on the spot simply by taking a photo of it.

Virtual Files (VFiles) is located in your **Summary Tab** inside a case. 

Click the icon to access Virtual Files.

![](https://support.tributetech.com/hs-fs/hubfs/image-png-Mar-05-2026-03-51-53-5311-PM.png?width=1008&height=486&name=image-png-Mar-05-2026-03-51-53-5311-PM.png)

### Inside Virtual Files

Using the icons highlighted, you have options to:

1. Delete a file
2. Change the file name
3. Share and un-share it on FamilyLink (additional add-on feature) with your family members.
4. View the file
5. Add a file

![](https://support.tributetech.com/hs-fs/hubfs/image-png-Mar-05-2026-03-52-59-4374-PM.png?width=1035&height=195&name=image-png-Mar-05-2026-03-52-59-4374-PM.png)

 

**How do you get documents onto VFiles?**

1. When inside Virtual Files, click the plus icon to add files from your computer.
2. Add documents to VFiles in Crystal Reports when printing a form from Billing or Printed Materials. Just click and it’s saved in Vfiles. A confirmation will appear.  
   ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Mar-05-2026-03-53-44-7826-PM.png?width=1016&height=213&name=image-png-Mar-05-2026-03-53-44-7826-PM.png)
3. VFiles will automatically house any forms submitted from Family Link or E-Signature add-on features.

- [9Online](https://support.tributetech.com/srs/9online?hsLang=en)
- [Dashboards](https://support.tributetech.com/srs/dashboards?hsLang=en)
- [Cases and Clients](https://support.tributetech.com/srs/cases-and-clients?hsLang=en)
- [Features and Tools](https://support.tributetech.com/srs/features-and-tools?hsLang=en)
- [Module Overviews](https://support.tributetech.com/srs/module-overviews?hsLang=en)
- [Settings](https://support.tributetech.com/srs/settings?hsLang=en)
- [Integrations and Exports](https://support.tributetech.com/srs/integrations-and-exports?hsLang=en)
- [Accounting](https://support.tributetech.com/srs/accounting?hsLang=en)

[![](https://support.tributetech.com/hs-fs/hubfs/Tribute%20Tech%20Logo.webp?width=277&height=80&name=Tribute%20Tech%20Logo.webp)](https://www.tributetech.com/)

<https://www.facebook.com/TributeTechnology> <https://www.instagram.com/tributetechnology/> <https://www.linkedin.com/company/tributetechnology/>

Copyright © 2026, Tribute Technology