1. Upload a file
In a client’s profile, click the Files tab
Drag and drop or click to upload PDFs, images, or documents
2. Tag uploads for organisation
Add tags like “Consent Form”, “Letter from GP”, or “Test Results”
Helps you filter or search files quickly later
3. AI can summarise or extract content
Ask the AI to summarise long reports or extract key dates/info
Helpful for reducing time spent scanning large attachments