*Please note: We support most document types but please do a trial first by uploading one document and testing before you undertake a large amount of uploading.
First, navigate to a client card:
1. Either click on the 'Calendar' icon:
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2. Next, open your client's card by clicking on appointment then 'View Contact':
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3. Or, if you are in any other Pabau window click on the search bar area on the top right corner.
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4. Now when you find the contact and are in the contact card select the 'EMR' tab at the top. And from the drop-down menu, click on 'Documents'
Depending on the size of screen you are using you may have to use the small triangle button to see this.
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5. To upload a new document use the Upload button in the bottom right corner.
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6. Once the upload is complete, name the document and press complete at the bottom left corner.
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7. To share on Connect, preview, edit, download or delete click on the cog icon.
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