Updated Shared Document Center

Updated Shared Document Center

The Shared Document Center within your account has been completely revamped to include the ability to have a personal drive separate from your practice to store clinician-specific documents and to create folders to better organize your documents. You will also be able to create folders within your clients' document centers as well. 



You can add additional storage to your account for a small fee by clicking on "Get More Storage." 

To add documents to one of the drives, click the "Open" button for the appropriate drive, and then you can either Drag & Drop the file into the document list, or you can click "here" to browse from your computer's files. 


Once you've uploaded documents, you can use the action buttons next to each document to rename them, move them to other folders or drives, view the document details, or delete the document from the drive. 




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