Skip to main content

Uploading business documents

Uploading business documents

You can store all of your important business documents safely and securely in SimplePractice, including your license, lease agreement, continuing education certificates, employee contracts, or any other documents related to your practice.

Here's how to upload your business documents:

businessdocuments.simplepractice.documentsandfiles.jpg

  • Click Upload Documents and upload any files (up to 10MB per file size)

uploaddocuments.simplepractice.businessdocuments.jpg

  • You'll see your uploaded documents listed on this page by name and date uploaded

uploadeddocuments.simplepractice.businessdocuments.jpg

You can access your secure business documents from any computer where you log into SimplePractice.

Note: In a Group Practice, this feature will only be available for Account Owners, as they are the only ones with permission to access the Administration settings.

Still have questions?

Get more help