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Upload files to your client's file

Attach files such as consent forms, images or other documents to a client's file

Updated over a week ago

Uploading documents and files into your client's file allows you to keep your desk free of paper and all client data securely stored in one place.

πŸ’‘ coreplus supports the following file types:

πŸ’‘ Files scanned from documents can't be uploaded directly into coreplus due to security reasons. You'll have to remove the HTML attachment and separately save the file as a PDF on your device by opening it, right-clicking on it, and selecting Print > Save as PDF.

πŸ›‘ Files may fail to upload if their names contain special characters such as ' , / - & $ () {} | etc. Try removing these special characters and uploading the file again

This article includes:

How to upload a file to a clients file

1. From the Client List, select the client you wish to upload files into

2. Click on Files

Drag and drop

1. Select one or more files and drag them into the files section

Click to upload

1. Click on Upload

2. Select the file, then click Open

What can I do with an uploaded file?

Organise into folders

1. Click on New Folder to add a folder within the files section

2. Enter the name, then click OK to save

Assign a file to an appointment

1. Right-click on a file and select Assign to

2. Find the appointment, set the association type, then click the + symbol

Other options for files

Download, preview, move to, rename, attach file to email, assign to an appointment, or delete a file

Right-click on a file or folder to be presented with options specific to the file type.

πŸ’‘ Only image files and PDF documents can be previewed. You will need to download to view other file types.
πŸ’‘ You can select multiple files by pressing CTRL or Command on the keyboard while clicking on the files.

See similar articles regarding client files and information:

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