Add notes & upload files

Create signed notes, attach files and link prescriptions to a client's record. Notes follow the same sign-to-lock workflow as procedures.

✅ What you can do

• Create notes with a title and text template
• Upload files and documents to a note
• Attach prescriptions to a note
• Sign, edit, view, download or cancel notes

➕ Add a note & file

1. Click the +Add button — opens the New Note pop-up.
2. Enter a Title (required).
3. (optional) Select a Text Template from the dropdown.
4. (optional) Click Add Prescription to attach one or more prescriptions.
5. (optional) Click Choose files to upload documents or images.
6. (optional) Tick Custom date & time to set your own date instead of today.
7. Save or finalise:

• Submit Draft — saves without signing, stays editable
• Submit and Sign — opens the Sign Note pop-up to lock the record

⚙️ Manage notes & files

Updated on: 19/06/2026