Add Client Files

Add Client Files

Want to keep track of all client files within SMARTcare? Not a problem. To upload a client file, follow the steps below:

  1. Using the Menu dropdown at the top right of the screen, hover over "Clients".
  2. Within the "Clients" dropdown, select "Client Management".
  3. Select the client you would like to upload a file for by clicking their profile picture. This will open their client profile.
  4. Scroll to the very bottom of the client profile to the section labeled "Client Files".

  1. Click the  icon.
  2. Click the button labeled "Add Files" and select the file from your computer that you would like to upload. If desired, select who you would like to have access to the file by clicking the "File Access" box.
  3. To save, click the "Upload Files" button.

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