Adding a scanned document to an individual participant’s account

If you have a previously scanned document file on your computer or network you can easily add it to an individual participant’s account, automatically uploading it to our secure remote server.

  1. To access the Customer Documents window, find the customer in the Data Entry window and click the Documents button.
  2. Click the Add File button. Find the file and click Open.
  3. Select the document type and add any helpful notes from the document like medical information that you want to show up in the customer’s profile. Click OK. The document will now transfer to the remote server.
  4. Click Close to finish.



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