Envision Cloud User Guide

Upload Documents

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Upload Documents

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Upload Documents

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The treatment screen is available in the Medspa version of Envision Cloud.   You can upgrade your account on the Account Subscription  page.

 

Selecting the Upload File button will allow you to add documents to the client's record for the treatment performed.

 

treatment_documents_uploadfiles


 

Steps to upload a document:

 

1.Choose the Select button.
2.Navigate within the computer files to the document you wish to add. Once chosen, the document name will show in the Files field.
3.Select the Category you wish to assign to the document. Categories must be entered in the Document Categories List.