Uploading documents
Store useful files against clients or records so they are easy to find later.
Quick answer
- Open the relevant client, appointment, or document area and choose upload.
- Use a clear file name so the document is understandable later.
- Avoid uploading information you do not need to run the service or keep legitimate business records.
Related articles
- Linking documents to appointments
Linked documents make it easier to see the right file in the right context.
- Supported file types
Common document and image formats are supported for day to day records.
- Deleting documents
Delete documents only when you are sure they are no longer needed.
Still stuck? Contact support and we’ll help you sort it out.