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Can I attach documents to a note?

Addendums

Yes. You can attach documents or images to both Open and Complete notes.


Add an attachment

  • Create a new note or open an existing note

  • Enter note content if creating a new note

  • Click Add Attachment in the bottom-left corner of the note

  • Select the file you want to upload

  • Click Open to attach the file

Note: When creating a new note, you must enter some note content before the Add Attachment button is enabled.


Save the note

If the note is still in progress:

  • Click Save for later to keep the note in Open status

If the note is complete:

  • Click Mark Note Complete


What happens next

  • The attachment is saved with the note

  • Attachments can continue to be added after a note has been marked Complete

  • The attachment is available whenever you open the note


Tip

Attach supporting documents, forms, or images to keep all related information together in a single client record.


If you need help managing client notes, please contact our support team at support@trova.health.

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