You can open files uploaded to a client's profile, such as PDFs and images, and print or download them straight from splose. This is useful when you need a paper copy of a referral, report or other document.
This guide shows you how to view, print and download a client's files, and which files you can't print.
How-to
View and print client files
Go to the Clients page.
Select the client.
Select the Files tab.
Click the Action (•••) menu next to the file, then select View.
Choose what to do with the file:
Print opens your print options.
Download saves the file to your device.
Things to Note
You can't print some files, such as audio recordings from splose AI. You can still download them.
You'll find letters, forms and progress notes in their own tabs on the client's profile, not in Files.
To add files to a client's profile, upload them from the Files tab.
More on uploading files →You can also download, rename and delete files from the Action menu.
More on renaming files → More on deleting files →
Troubleshooting and FAQs
The Print option doesn't work for my file. Why?
The Print option doesn't work for my file. Why?
You can't print some files, such as audio recordings. Select Download and open the file on your device instead.