Documents
Upload, link, find, and manage documents safely.
Articles
- Uploading documents
Store useful files against clients or records so they are easy to find later.
- 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.