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Client Files update

Better organise and manage your client files

Updated over a week ago

Similarly to our update to Shared Files and Personal Files, our new update to Client Files not only has a fresh look, but also allows you to upload files using drag and drop or by uploading via the file browser.

You're able to further organise documents by creating and allocating them to a folder within your client's file, and search for them in the search bar. You can sort your files by name or date modified.

In addition to this, you are able to assign a file to a client's appointment and set the file's association type to that appointment.

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.


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