Can I upload WORD or PDF?
Answered

Can I upload my own WORD or PDF file and integrate it with my templates?

9 comments

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    Gillian

    Hi Andrea, you can easily upload a PDF file to SimplePractice for your clients to download during the intake. Just visit My Account > Settings > Client Portal > Shared Documents and Files and upload a read-only PDF. Let me know if that helps with your question. 

    Hi Andrea, you can easily upload a PDF file to SimplePractice for your clients to download during the intake. Just visit My Account > Settings > Client Portal > Shared Documents and Files and upload a read-only PDF. Let me know if that helps with your question. 

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    Alisha Ally Teague

    I see part of this question was answered but she also asked if it's possible to upload a WORD or PDF to integrate with templates? I'm also looking for that answer as well. 

    I see part of this question was answered but she also asked if it's possible to upload a WORD or PDF to integrate with templates? I'm also looking for that answer as well. 

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    Gillian

    Hi Ally, Word or PDF documents cannot be integrated with SimplePractice's Note and Form templates currently. 

    Hi Ally, Word or PDF documents cannot be integrated with SimplePractice's Note and Form templates currently. 

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    Teri Davis

    I need to upload Consults from other practitioners (VA) who are referred over to me, BUT NOT for client's eyes.  How can I do this so then I can see them in their electronic file but the client can not see them.

    I need to upload Consults from other practitioners (VA) who are referred over to me, BUT NOT for client's eyes.  How can I do this so then I can see them in their electronic file but the client can not see them.

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    Gillian

    Hi Teri, you can upload these to the Uploaded Documents of the client's chart. The client cannot access these files unless you explicitly choose to share them with the client through the Share button. 

    Hi Teri, you can upload these to the Uploaded Documents of the client's chart. The client cannot access these files unless you explicitly choose to share them with the client through the Share button. 

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    Patricia ARTIGUES

    I am trying to upload my logo.  It keeps telling my the file is too big.  What can I do about this?

    I am trying to upload my logo.  It keeps telling my the file is too big.  What can I do about this?

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    Gillian

    Hi Patricia, you can resize your logo outside of SimplePractice using an image editor, then re-upload it to SimplePractice.

    Hi Patricia, you can resize your logo outside of SimplePractice using an image editor, then re-upload it to SimplePractice.

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    Patricia ARTIGUES

    That also is not working.  I had it reformatted and can't upload it.  

    That also is not working.  I had it reformatted and can't upload it.  

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    Gillian

    Hi Patricia, I'll have a member of our team reach out to you today via email to assist with this.

    Hi Patricia, I'll have a member of our team reach out to you today via email to assist with this.