Managing uploaded files

You can upload PDF documents to share with clients through the Client Portal, such as externally made forms, homework, or articles. Only PDF documents can be added as uploaded files.

Uploaded files can’t be edited or signed within SimplePractice or the Client Portal. However, clients can download files you’ve shared through Client Portal, complete or sign them outside of SimplePractice, and then re-upload them. For more information, see Allowing clients to upload documents to the Client Portal.

Note: If you have a document you’d like clients to primarily read, then sign, see Managing consent forms. If you have a form you’d like clients to fill out, see Managing intake forms.

Below, we'll cover:

• Adding an uploaded file
• Previewing and deleting an uploaded file
• Setting default uploaded files

Note: For a walkthrough on how to send these documents to clients through the Client Portal, see Sending intake forms and documents to clients and Sharing documents with multiple clients and contacts. 

Adding an uploaded file

To upload a PDF to your account for sharing through the Client Portal:

1. Navigate to Settings > Documentation > Shareable documents
2. Click + Downloadable File in the Uploaded files section

3. Select the document from your computer’s files
   • The maximum PDF size is 50MB
4. Adjust the document’s name under Customize file name, if needed
5. Click Save File

Previewing and deleting an uploaded file

To preview a file, click the 3 dots and select Preview. To delete the file, click Delete.

Setting default uploaded files

You can designate specific uploaded files as Default, which will pre-select them when you’re sharing an intake package with a new client. To do this:

1. Navigate to Settings > Documentation >  Shareable documents
2. Under Uploaded files, check Yes in the Default column

Note: Multiple PDFs can be selected as default.

When you’re sharing documents with a client for the first time, default PDFs will be pre-selected under the Uploaded Files section.