How to upload and send documents to User profile

This article will guide you through the process of how you can upload and send documents to the “User” profile.

Step 1:

Log in to the CLH STM account.

Step 2:

After signing in, tap on “My Users”.

Step 3:

A list of users page will be displayed after tapping on the user. Now input the Patient's User ID or Name in the Search bar.

Step 4:

After clicking on the user ID a user profile will be displayed with all of the user's information. From here you have to choose the “Document” section.

Step 5:

Now click on the "Upload Document" option found in the document area.

Step 6:

Next, use the button “Upload Document”  to pick files from your computer or “Drag and Drop Files”. Also, you can click and upload files.

Step 7:

Now you need to click "Upload All" after choosing the file, and it will upload. Alternatively, you can click "Remove" beneath the file to get rid of it before uploading.

Step 8:

By clicking on “Confirm” your file will be uploaded.

Step 9:

After uploading your document you will see a “Green Tick” and your document has been uploaded.

Step 10:

On the Document tab, choose the file you want to share with the user. Several files can be selected at once. At the bottom of the screen, click on the “Share Icon”.

Step 11:

Enter your message and press "Send”.

Step 12:

The file will be successfully shared with the user when it is “Shared”.