Adding documents to pet and client cards

The Documents feature allows you to securely store and organize important files directly on pet and client records, creating a centralized location for your staff to access information when needed. Whether you're managing vaccination records, signed contracts, evaluations, or other important documents, keeping files attached to the appropriate pet or client helps reduce paperwork, improve recordkeeping, and ensure important information is easily accessible across your facility.

Click on the Documents tab.  Hit Add Document.

-Click Choose File and click on the file you wish to upload.

-Choose a Document type.  You can choose Unknown, Vaccination, Contract or Evaluation.

-Add a note if desired.

-Click Upload.



The document will upload with the document type and note.

Important Note: Client Portal Uploads Default to "Unknown"

Documents uploaded through Client Portal are automatically assigned the document type Unknown. Staff can use the Modify option to update the document type and add notes after the file has been reviewed.

On the pet card, Documents tab, you will see the documents for that pet and also a section for client documents.