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Client document management

Upload documents and images to clients and use folders to organise files

Updated over a week ago

Images, documents, and other digital files can be securely uploaded to individual clients within Noted.

To add documents to a client

  1. Navigate to the record section of the client you wish to add documents for

  2. From the Records dropdown menu above the client’s list of records select Documents

  3. Either drag and drop files into the drag documents here or to a folder or click Add file

  4. Create folders to organise files by selecting Add folder

NOTE: Opening documents and client files in Microsft Edge will return errors, best to use google chrome.

Tip: You can rename files and folders by clicking on the three dots and selecting the pencil from the options displayed. You can only rename documents that have been added via this part, and not through records.

To add documents to a record

  1. When editing or creating a client record either drag and drop files into the Add documents panel at the bottom of the record or click Add file

  2. Click Save and review when finished

NOTE: Documents added to the client are visible to anyone who can view the client but documents added to a record have the same access controls as the record.

Organising client documents

You can drag and drop files and folders as required to arrange and organise these. Files uploaded to specific records can not be moved to different folders.

Deleting documents and folders

  1. Click on the three dots on the document or folder you wish to delete

  2. Select the rubbish bin icon and then click delete

Tip: You cannot delete documents that have been added to records here, you must first delete the record

Note: Not all users have the ability to delete information. Check with your administrator if you cannot access the delete function.

Annotating images

Uploaded images can be annotated within Noted. You can draw as well as make brief text notes on images uploaded to a client record or a client’s documents.

  1. Navigate to the image you wish to annotate or upload it to Noted

  2. Double-click on the image to load a preview of the image

  3. Select Annotate image and select whether you are adding a Text note or would like to Draw

  4. Make changes as required then click Save & exit editing when finished.

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