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Document Manager tab

Hello Refer All community,

I have previously requested this feature but going to put the request on here for others to see and to input on how it can be utilised.

I would like to see a tab on a client’s profile where we can upload documents from; word, scan (PDF) to hold additional information associated with a client (ordinal paper referral form, medical advice forms, exercise programmes). It would also be useful to hold letters that have been sent out to a client.

Hope this feature is released in the future.


1 Comment

Hi Kevin,

Now this has been implemented I will close the topic.

Kind regards


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