You can upload documents such as customer passport photos and flight ticket photos to the content of the proposals you prepare for your customers.
- Since all the documents you add for your customers will be linked to their patient files, first go to the
Offerpage from the main menu.
- If you want to add a proposal detail, click on the edit button of the proposal.
- Click on the
- Drag and drop the document you want to upload onto the screen.
- If you want to tag the document you added, select one of the document tags on the right.
If you have not defined document tags, click here.
- Click the
Savebutton to complete the process.