Upload an Internal Document to a Client Card
You can upload a document to a client card that is for internal use only.
This document can only be viewed by staff members. The client will not have access to view the document.
From the Documents Section
To upload an internal document to a client card, please do the following:
- In the vcita dashboard, click on Documents
- Click on the Add Document button
- The Add Document pop-up will appear
- Either select the client(s) you want to upload the internal document for or click the '+' button to add a new client.
- Click Continue.
- The Add Document pop-up window appear
- Select to add the document from My Documents or to Upload a New document
- Select or drag the document to be added to the Client Card.
- Be sure to select the bullet next to For internal use only
- Click on Add
- The document can now be referenced in the Documents tab of the Client Card.
From the Client Card
To upload an internal document from the Client Card, please do the following:
- Search for the client In the vcita dashboard
- The Client Card will open.
- Click on the New button and select Document
- The Add Document pop-up window will appear
- Select to add the document from My Documents or to Upload a New document
- Select or drag the document to be added to the Client Card.
- Be sure to select the bullet next to For internal use only
- Click on Add
- The document can now be referenced in the Documents tab of the Client Card.
From the Clients section
To upload an internal document from the Clients section, please do the following:
- In the vcita dashboard, navigate to Clients
- Select the client(s) you want to upload the internal document for or click the New Client button to add a new client.
- Click the New button found at the top of the page.
- From the drop down menu that appears select Document.
- The Add Document pop-up window opens.
- Admins & Managers can select which staff will be assigned to the uploaded article. Click on the "From" field and select which staff member is assigning this document to the client.
- All other staff will not have this option and can only upload documents as themselves.
- In the “Select a Document” field, select “From My Documents” if you are uploading a document that has previously been uploaded to your document repository, or select “Upload New” if you are uploading a new document.
- If you selected “From My Documents” the next field is “Choose Document” - select the document you want to upload.
- If you selected “Upload New”: click the box to choose the file from your computer you want to upload. Check the box “Also add to My Documents” if you want the document added to your document repository, and add an optional document title and description if needed
- In the “Share Options” field select For Internal Use Only
- Click Add
The file is now uploaded to the selected client card. It can be found in the Documents tab of the client card and is visible only to your staff. It will include the name and size of the file, the staff member that uploaded the file, the date uploaded, and it will say Internal.
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