Attachments

Attachments

There are many reasons a user may want to add an attachment to a message, including:

  • Sending newsletters
  • Attaching forms for intake, discharge and care plans
  • Providing educational material or instructional videos on patient care.
  • Sharing welcome packages with new residents and families.

For messages where the same attachment will be sent each time (i.e. a welcome message) the template or message must be saved with the attachment for repeated use.

There is no limit to the number of attachments a user can send, however, the maximum size of a file is 10MB. Consider a format that is most widely used to ensure recipients can view the content, such as a PDF.

To add an attachment to a message simply:

  • Open a template or create a new message
  • Click the 📎 attachments bar
  • Select the file(s) you wish to upload
  • A pop-up will confirm the attachments have been added to the message

Note: Messages with an attachment can be sent via email only. When an attachment is added to a message, it will be changed to email by default.

Note: Valid file formats include: gif, jpeg, jpg, png, raw, csv, doc, docx, pdf, ppt, pptx, tsv, txt, wpd, xls, xlsx, odt.

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