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Uploading documents



  • Christi Lawson

    I need answer to this as well

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  • Chiara Orsini

    Here is what I was told: 
    You are able to upload a PDF document to send to your clients with their other intake documents by going to Settings > Client Portal > Shared Documents and Files. Here you can scroll to the Files (Read-Only) heading and click +Downloadable File

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  • Patricia B. Jones

    But what if I want the client to complete the questions on this document (e.g. medication list)? It can be Read-Only

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