In various email screens, such as client or referral emails, an Attachments button is available. Click on this button and two options are available: Local and System.
Local - will bring up a File Browser window to attach a file on your local computer or device.
System - will bring up a new attachments screen:
The document types listed on the left pertain to the area of the program the attachments are being pulled from. (Example: “Practice” pulls from the practice documents and images, “Client” pulls from the client documents, “Medical Record” pulls from the patient’s Medical Record, etc.)
- Click
to preview the attachment in the “Attachments View” to the right. Only images can be previewed. - Click
to attach the file to the email. You can choose as many as you wish to attach. - Click
, located to the left of the Name column, to start over and reset any current previews or attachments made. - After you click Done, the attachment(s) will be displayed below.
