You might already have some files that you’d like to upload into PracticeSpace. PracticeSpace lets you upload any kind of file -- anything from PDFs to movies. Let’s take a look at how to do that. Follow the steps below to know how to upload and share files with your clients.
​
​
1. Navigate to https://app.practicespace.health/

2. Click on Papers from the left menu

3. Click on Documents

4. Click on 'Add a Document' and select file/files that you want to upload from the file explorer of your computer

5. Once the upload is done, click this checkbox beside the form that you wish to share with your client. You can share multiple files at a time.

6. Click on Share. It will show the list of your clients for you to select

7. Select the name of the recipient from the list. You can select multiple recipient.

8. Click on Share to share the document with the recipient

9. You will be able to see which documents you have shared with a specific client in the Document tab under the client's profile

10. From the Clients page, select the client's name with whom you have shared the document

11. Click on the 'Documents' tab to see the files you have shared with them

Video Walkthrough here:

​

​