Upload a file to a client
The file is on the client's profile, with its kind and appointment if you chose them.
Before you start
Anyone in the business can do this.
Start here
The client's profile › Files › Upload file
N3EAna Popescu
Upload file
Drop a file or browsePDF, DOCX, PNG, JPG · 25 MB
KindReport ▾
AppointmentThu 16 Oct · Initial assessment ▾
CancelUpload
Steps
- 1
On the client's Files tab, click Upload file.
- 2
Choose the file.
- 3
If you like, add a kind (such as Consent) and link it to an appointment.
The client's latest appointment from the past 7 days is suggested.
If something goes wrong
- You're asked to rename the file
- The client already has a file with that name.
- You can't upload
- The client is archived, or the business has used its 5 GB.
Good to know
- PDF, Word (.docx), PNG and JPG, up to 25 MB, one file at a time. Uploads start from a client's Files tab, not from the Files page.
- Hidden information in photos, such as where they were taken, is removed before upload.
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