How to Upload, View, Edit, and Manage Documents in Qunote
The Documents section in Qunote allows you to store, organize, and manage all files related to your clients in a secure, accessible way. This ensures that clinical notes, reports, invoices, and other important documents are always available when needed.
This guide covers:
- How to access documents
- How to upload documents
- Editing and deleting documents
- Linking documents to filenotes
- Exporting and sharing documents
What Are Documents in Qunote?
Documents in Qunote are any uploaded files stored in a client’s record. These could include:
✅ Clinical reports
✅ Signed consent forms
✅ Invoices
✅ Reference letters
✅ Assessments
✅ Images or PDFs
✅ Any other supporting files
Each document is linked to a specific client and can be categorized for easy retrieval.
Viewing Documents in Qunote
To access documents, follow these steps:
Navigate to the Client’s Profile
- Click on a client’s name from the dashboard or use the search bar.
Go to the Documents Section
- Select Documents from the left-hand menu to see a list of all uploaded files.
Click on a Document
- Clicking on a document will open it or provide a download option.
Use Filters to Find Documents
- Filter by:
- Document name (search by title)
- Upload date (find documents from a specific time)
- Category (e.g., invoices, assessments, reports)
- Author (who uploaded the document)
- Filter by:
Uploading a Document in Qunote
To upload a document, follow these steps:
Go to the Documents Section
- Open a client’s profile and select Documents from the menu.
Click “Add Document”
- You will see an upload form.
Enter the Document Details
- Title (Give the document a clear, descriptive name)
- Category (Select the appropriate category from the dropdown)
- Description (Optional: Add notes about the document)
- Upload File (Click “Choose File” and select a document from your computer)
Click “Save & Upload”
- The document will be added to the client’s record and can be accessed at any time.
Editing & Deleting Documents
To Edit a Document:
- Open the Documents section in a client’s file.
- Click the Edit button next to the document.
- Modify the title, category, or description.
- Click Save to update the document details.
To Delete a Document:
- Click Delete next to a document.
⚠️ Deleted documents cannot be recovered, so double-check before deleting.
Exporting & Downloading Documents
To export or download documents:
- Go to the Documents Section.
- Click “Download” next to the document.
- If exporting multiple files, select them and click “Export as ZIP”.
📌 Tip: You can also bulk download all documents for a client at once.