How to Upload a Document

This article covers how to upload documents into a client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Documents Tab

To access the Documents tab, expand the Chart/EMR, and the tab will be revealed.

Step 3: Upload a Document

Click on the Create button at the top right corner of the page and select "File Upload."

You can drag and drop files you want to upload or select them using the button at the bottom of the window to choose files from your computer.

The uploaded files will be visible in the bottom left corner, with a green checkmark indicating they've been successfully uploaded. If there are no more files you'd like to upload, you can go ahead and close the window.

If you have uploaded the wrong file, you can easily use the cross mark at the top right corner to delete it.

By following these steps, you can easily upload documents to the client card.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.