Documents in Facility

It's possible to upload files for staff and clients to download through their portal dashboards. This can come in handy if you have Staff sign a contract agreement or if you use a vet release form for clients. You can access the document section for staff in Staff > Documents and for clients in Clients > Documents.

Global Documents

Global Documents are documents that you upload once and are available to all of your clients or staff. The documents can be accessed and downloaded through the client portal or the staff's Dashboard. There is a 99Mb size limit on Global Documents.

Much like with the Client Documents section, Global Documents can be uploaded through the Staff Documents section. The documents added here will be accessible to all Staff through the Documents section of their account.

You can also delete any global document that has been uploaded by clicking the "Delete Document" text.

Uploading Document For Clients Or Staff

It's possible to upload a document for a specific client or staff by going to their profile view and selecting the "Docs" tab. This will only be accessible to that staff/client. There is a 99Mb size limit on staff and client documents.

In the same way as clients, staff documents can be uploaded from the "Docs" tab.

Uploading Documents From The Conversation Feed

If your client has included a document as an attachment to a message sent via their conversation feed from their client portal, Facility makes it easy to save this attachment to the vaccinations section.

When viewing a message with an attachment in the conversation feed, Time To Pet will show you a "copy" icon to the far right. This can be clicked to save this attachment.

Using the "Client Documents" option from the drop-down menu, you can save this as a client document in the "Docs" section of the client profile.

Document Accessibility

Client documents can be downloaded by the client themselves or any staff member with access to the client's profile.

Admin, Schedulers, and Tech/runners can access a client's documents from the "Docs" tab of the client's profile.

Clients can access their documents from the "My Info" section of the client portal.

Staff documents can be downloaded by the staff members themselves and any admins or office managers who have access to the staff member's profile.

Staff can access their documents from the "Documents" section of the dashboard.

Admin or office managers can access a staff member's documents from the "Docs" tab of the staff member's profile.