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FileManažer

All client documents, photos and files in one secure place.

play_circleSledovat návod

Using the File Manager

Learn how to upload, tag, and retrieve client files, photos and documents from any device.

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Feature Tour · 3 min
folderSecure File Library
🔍 Search files... Upload + 📷 Before.jpg 📄 Consent.pdf 📋 GP Letter.pdf + Add file After_Treatment_Feb2025.jpg 2.1MB Referral_DrSmith_Jan2025.pdf 0.8MB

Upload, organise and retrieve any file type directly against a client record. Before-and-after photos, GP referral letters, lab results, treatment plans, signed documents — everything stored securely in the cloud, accessible from any device at any time, with full version history.

Jak to funguje
01
Open a client profile and click the Files tab
02
Drag and drop or browse to upload any file type: PDF, JPG, PNG, DOCX
03
Tag files by category such as Before Photo, GP Letter, or Lab Result
04
Access and download any file from any device — desktop, tablet, or phone
Klíčové funkce
attach_file Unlimited Storage
attach_file Any File Type
attach_file Category Tagging
attach_file Before/After Photo Pairs
attach_file Cloud Sync
attach_file Mobile Access
attach_file Secure Encryption
attach_file Soulad s GDPR
Profesionální tipy
lightbulb Establish a consistent file naming convention across your whole team from day one
lightbulb Use the before/after photo pairing feature to build a compelling visual treatment journey
lightbulb Set an annual reminder to review, consolidate, and archive older files