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View and print files for a client

Quickly access and print files, right from your workspace.

Updated over 2 weeks ago

Uploaded files, such as PDFs or images, can be easily printed directly from your client files.

This is handy for a variety of reasons, for example, you require physical copies of the letters or documents attached to a client.


How-to

View and print client files

  1. Navigate to the Clients page.

  2. Select the client who has the files attached to them.

  3. Select the Files tab.

  4. Click the Action (•••) menu, then select View.

  5. From here, you have two options:

    1. Print - Allows you to print a file directly from your web browser.

    2. Download - Downloads the file to your device.

  6. If the file type is supported (uploaded transcribed sessions are not supported), then your device's print functionality will be displayed for you to print.

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