How to Share Documents with Clients

In this article, we'll cover how you can share documents uploaded to client cards through the Client Portal.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account and use the search bar located at the top of the screen to search for the client with whom you wish to share a document.

Step 2: Access Client Card and Documents 

In the client card, click on the Chart/EMR tab, and from the dropdown menu options, select "Documents."

Find the document you wish to share and click on the three-dot icon located on the far right. From the menu that appears, click on "Share."

Step 3: Choose Sharing Method 

To share the document via email, select the option with a letter icon. If you prefer to share the document via SMS, select the SMS option.

Step 4: Share the Document 

After selecting the appropriate sharing method, the client will receive an email or SMS notification, depending on your chosen method, redirecting them to their account in the Client Portal.

Upon logging in, they will be able to see the shared document, and they can find it in the My Documents section of their Connect account.

Sharing documents with clients through the Client Portal streamlines communication and enhances transparency in your client interactions. By following the outlined steps, you can share important documents with clients, ensuring they have access to relevant information whenever they need it.