How to Create a Document Folder

This article covers creating a folder for document storage in 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: Create a New Folder

Click on the Create button at the top right corner of the page and select "New Folder." 

Enter a folder name and click the Create button to finalize the action.


Folders will appear at the top of the page. 

By following these instructions, you can create a new folder in the document section of the client card.