As well as sending intake forms, you can upload files directly to a client's profile — keeping all their documentation in one secure place. Uploaded documents are stored alongside completed intake forms in the Documents tab of each client's profile in your Client Center.
How to upload a document
- Go to your Client Center and open the client's profile.
- Select the Documents tab.
- Click Upload document and select the file from your device.
Once uploaded, the document appears in the Documents tab with an Upload type badge and the date it was added.
Managing uploaded documents
Click on any uploaded document to open it. From here you can:
- Rename the document by clicking the edit icon next to the title
- Download a copy to your device
- Delete it from the client's record
The document detail view also shows the original filename, file type, size, and the date and time it was uploaded.
Security
All uploaded documents are encrypted and stored on GDPR-compliant servers in Europe by default. If you use Practice Vault, uploaded documents are secured with your personal passphrase for an additional layer of protection. Learn more about Practice Vault