/
Files
Consent forms, reports and images, kept on each client's profile, plus the practice's own templates.
- Where
- A client's Files tab; sidebar › Files (every client's files); Settings › Files (the practice's own files, kinds and storage)
- Who
- Everyone sees and uploads client files. Only the Administrator deletes files and manages the practice's files and kinds.
About this feature
Every client profile has a Files tab. The Files page lists the files of every client, with filters for name, kind, client, uploader and upload date. The practice's own files aren't there: the Administrator finds them in Settings, Files.
Every business starts with five file kinds: Template, Consent, Contract, Report and Photo.
N3EAna Popescu
Upload file
Drop a file or browsePDF, DOCX, PNG, JPG · 25 MB
KindReport ▾
AppointmentThu 16 Oct · Initial assessment ▾
CancelUpload
Jobs you can do here 6 pages
Upload a file to a client
The file is on the client's profile, with its kind and appointment if you chose them.
Find a file
You've found the file and can open or download it.
Change a file's name, kind, appointment or client
The file has its new details.
Delete a file Administrator
The file is gone for good.
Start from a template
A completed copy of one of your templates is on the client's profile.
Add, rename or remove a file kind Administrator
Your file kinds match how your practice labels its files.