Managing Client File Uploads

You can upload files and scanned documents to your client record. Here's how you do it:

In this article:

Uploading Files or Documents

Hint 💡

The current maximum file size for an individual document is 30Mb.

  1. Open a client's record (right-click an appointment and select Client Details or use the search)
  2. Go to Records > Files
  3. Select Choose Your Files or drag and drop files to the specified space.  

Downloading Files or Documents

  1. Open the client's record.
  2. Click Records > Files and then click on the name of the document you would like to download.

Deleting Uploaded Files or Documents

  1. Open the client's record.
  2. Click on Records > Files and then click on the settings button next to the document you would like to delete.
  3. Click OK to confirm.

The Files are ordered descending based on the File Date.

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