Upload Files or Documents

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

The current maximum file size for an individual document is 30Mb.
Uploaded files are sorted in descending order based on the date it was uploaded.

If you try and upload a type of file we can't accept, we'll let you know. At the time of writing, valid types of files we can accept are;

Video formats are not supported because they are typically too large, but these can be compressed into an aforementioned ZIP file.

Open a client's profile (double-click on an appointment or use our universal search).
Go to Records → Files.
Select Choose Your Files or drag-and-drop files to the space shown.

Open the client's record.
Click Records → Files and then click on the name of the document you would like to download.
If it's a commonly-used type of file (like PDF or image) you'll first be able to preview the file within Power Diary without downloading first. If you are not able to preview a PDF file, please enable the PDF viewer in the browser that you are using.
Hint 💡

For example, when using Chrome
- In the Chrome browser, select the three vertical dots in the upper-right corner.
- Choose Settings > Advanced > Privacy and security.
- Select Site Settings > PDF documents.
- Use the toggle switch next to Download PDF files instead of automatically opening them in Chrome to turn the feature on and off.

When previewing files on a mobile device (like an iPhone or iPad) you'll only be able to see the first page of a document you've uploaded.

If you need to see multiple pages in a document we recommend tapping on Download to open it outside of Power Diary.

Open the client's record.
Click on Records → Files and then click on the cog button in the Actions column you'd like to delete.
Click OK to confirm.