File uploads are available as an add-on. If you have this add-on enabled, you can follow the steps below to upload files.
- Click on a Patient's/Client's name.
- Click the More tab.
- Click the Uploads tab.
- Click Upload.
- You can drag-and-drop multiple files from your computer, or select one at a time.
- The upload will begin immediately. Do not navigate away from the page while the upload is in progress.
- If the file uploaded is large, it may take a few seconds to complete saving after the upload is complete.
Note: If you disable the File Uploads add-on after you have uploaded files, you will still have access to the previously uploaded files.