Creating consent documents and uploading PDFs

You can create or upload documents on the practice level that are available to share with any client. These can be consent documents that you send to clients for an electronic signature, or it can be read-only PDF files that you can share for clients to read or print. 

You can find the steps for each here: 

Note: To learn how to create custom intake form templates like questionnaires, see My Notes and Forms: Creating customized client intake and progress note templates

How to add a consent document for eSignature

  • Navigate to My Account > SettingsClient Portal > Shared Documents and Files
  • Click + Consent Document 
  • Type or paste your document in the New Consent Document flyout window


  • Click Save
  • Make sure the Yes box next to the consent document is checked

You'll be able to select this consent document to share when you create a new client, or for existing clients moving forward. If you need to edit or delete a consent document that you've manually added, you can click the Edit or Delete button. 

How to upload a read-only PDF

Read-only PDF files can be used for things like a rate sheet, parking information, articles, or homework. 

  • Navigate to My Account > SettingsClient PortalShared Documents and Files 
  • Click + Downloadable File
  • Select the file from your computer that you want to upload


  • After selecting the PDF, you'll have the option to customize the file name
  • Make sure the Yes box next to the file is checked

Moving forward, you'll be able to select this file to share with any client as well. If you ever need to delete a PDF uploaded here, you can click Delete

Tip: If you would like for clients to be able to share documents with you, see Setting up the Client Portal.

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