Share a document in a call
Send a worksheet or a handout from your library, without hunting for the file.
- Who can use it
- All staff
- Plans
- Paid plans
- Open the document picker in the call.
- Choose from My Documents, Clinic Documents or Shared Documents.
- Select Send File(s).
Recently Shared is usually the fastest route: most clinicians send the same handful of handouts.
Where documents come from
My Documents are yours. Clinic Documents are uploaded once by an admin and available to everybody, which is where intake forms and standard handouts belong.
If the picker says No documents available., nothing has been uploaded yet. See Your documents.
What to know
- The client receives it in the call chat and can read it on screen without downloading.
- Sending a document does not give the client access to anything else in your library.