CarePro Web: Attach Document in Files

Attach document in the Files section of an Owner's Diary 

Click on the Owner's tab on the left panel of your Organization Dashboard. 


Then choose the name of an Owner (Patient). 


You will see their name under the profile circle (red arrow). On the left panel of their Diary, click on Files.


Click on the + sign.


Click on Choose File to access your computer documents. 


Double-click on the document to attach. 


Name the document and click on (or create) a Tag name. Tags work like file folders for organizing documents in a Diary. 

Click OK to upload.


You will see the document added into the Files section.







Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk