How do I upload files for document storage?

In GeoH, we’ve added a feature that allows you to upload and store documents in your account.

To upload general files:

1. Click Documents on the sidebar.

2. Click Upload and choose the document you want to upload. You can also drag and drop files under the Document Tab.

To upload client-specific files:

1. Click Clients on the sidebar and select your client. Click View on the client preview.

2. Under the Documents tab, click Upload and choose the files you want to upload. You can also drag and drop files under the Documents tab.

To upload staff-specific files:

1. Click Staff on the sidebar and select your client. Click View on the staff preview.

2. Under the Documents tab, click Upload and choose the files you want to upload. You can also drag and drop files under the Documents tab.

To upload visit-specific files:

1. Find the visit you want to upload the files to in Visits or Scheduling. Click View.

2. Under the Documents tab, click Upload and choose the files you want to upload. You can also drag and drop files under the Documents tab.