Adding a document to a visit

You can add a private document to a visit from the Visit Documents tab.
  1. Create a new visit or access an existing one on the Visit editor.
  2. On the Documents tab, click Add Private Document.
  3. In the Visit Attachments table, click Import File.
  4. In the Windows Import Document from file dialog box, navigate to the file you want to add, select it, and click Open.
    The file is entered in the row with its file name in the Document Origin field.
  5. Select one of the following options:
    • To save the document, click Save.
    • To save the document and close the Visit editor, click Save and Close.
    Note: The maximum number of documents that you can add to a visit is 5.