Scanned Document.
This example uses Google Drive, other services like Dropbox, function in the same manner.
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1
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2
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3 Create client folder
Create a client folder for each program the client is enrolled to. FYI: Include the program name as part of the naming convention. (ex: John Doe_ MHS)
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3.1
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3.2
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3.3
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3.4
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3.5
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4 Connecting scanned folder to client profile
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4.1
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4.2
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4.3
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4.4
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4.5
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4.6
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4.7
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5 Adding a scanned file to the client folder
FYI: You can also drag over multiple files at one time.
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5.1
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5.2
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5.3
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5.4
Continue to add client scan files to this folder in the future.
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6
All documents scanned into the client's folder can be viewed by clicking the eye icon.
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