Find files while reviewing a record
Animal profiles and other record pages provide access to their documents. The team can review paperwork in the context of the record it concerns.
Keep documents with
the records they belong to.
Upload agreements, vet reports, invoices and other files. Attach a document to one or more records so your team can find it from the animal, contact or payment it concerns.
Browse your organisation’s documents
The Documents page lists uploaded files with their document type, size, uploader and linked records. Review these details before opening a file.
- Identify files by name and document type
- See who uploaded a file and when
- Open the records attached to a document
Find documents for a particular record
Use the document filters to narrow the library by the record a file is attached to. This helps you find paperwork for a specific animal, contact or other entry.
- Choose the kind of record to search
- Select the relevant record
- Open the matching document
Attach one file to several records
For example, a veterinary invoice may relate to both an animal and an expense. Upload it once and attach it to both records so the same file is available from either.
- Attach files to animals, contacts and locations
- Link documents to expenses, income and foster placements
- Upload PDFs, images, Word or Excel files
- Upload files up to 10 MB each
Keep document details clear
Use a useful document name and category so other team members can recognise the file. Document details and attachments help the team understand what the file relates to.
- Identify invoices, agreements, veterinary documents and certificates
- Add a description when context is needed
- Review which records are attached
Use documents during everyday work
Check who uploaded a file
The document list includes the uploader and upload date. Use these details when following up on a report or agreement.
Export a document register
The Documents CSV export lists document names, types, linked-record information and upload details. It is a register of files, rather than a download of the files themselves.
Make paperwork easier to find
Attach each document to the records your team will use to look for it. A shared invoice, agreement or report can then be found through those records without uploading separate copies.
