Managing Client and Pet Documents

The Documents feature allows you to securely store and organize important files directly on client and pet records, creating a centralized location for your staff to access information when needed. Whether you're managing vaccination records, signed contracts, evaluations, or other important documents, attaching files to the appropriate record helps reduce paperwork, improve organization, and ensure important information is always easy to find.

Uploading a Document

1. Open the desired Client or Pet record.
2. Click the Documents tab.
3. Select Add Document.

• Click Choose File and browse to the file you want to upload.
• Select a Document Type:
  • Unknown
  • Vaccination
  • Contract
  • Evaluation
• Enter a note, if desired.
• Click Upload.

Once uploaded, the document will appear in the Documents list along with its document type and any notes you've entered.

🚨 IMPORTANT NOTE: 
Documents uploaded through the Client Portal are automatically assigned the document type Unknown. After reviewing the document, staff can use the Modify option to update the document type and add notes if needed.

Viewing Client Documents from a Pet Record

When viewing the Documents tab on a pet's record, you'll see:

• Documents uploaded specifically for that pet.
• A separate section displaying documents attached to the pet's owner.

💡 QUICK TIP: This makes it easy to access client-wide documents, such as signed contracts, without leaving the pet's profile.

Common Use Cases

• Uploading vaccination records.
• Storing signed contracts and waivers.
• Saving pet evaluations or assessments.
• Keeping important client documents attached to the owner's account.
• Reviewing documents uploaded through the Client Portal.