You can upload documents from your computer or device to share to individual clients through the Client Portal.
Note: To learn how to upload and share documents to multiple clients on a practice level, see How to upload documents for client intake.
- Navigate to your client's Overview page
- Click Upload New in the Uploaded Files box
Tip: You can rename the file after uploading it so it's easy to identify. Click the pencil icon in the Uploaded Files box next to the document to rename.
- After uploading your document, click Share New in the Shared With Client box
- Select the document you uploaded from the Share Documents window
- Click Send message
Note: There is no storage limit for uploading documents, but each individual file must be 10MB or less.
Tip: You can also use the Uploaded Files section as an area to securely store documents on a client's chart. To learn more, see Storing client documents.