< Field Types < Field Type: File

 

This Field Type defines the contents of the field as a “File”. 

 

  • The “File,” once uploaded from your computer or mobile device, will become a downloadable document for users

  • This field type is ideal for storing documents such as terms and conditions and vet release forms

To create a "File" custom field, click on the Field (or create a new Field) under Admin > Custom Fields, select "File" from the drop-down list next to Field Type, then click "Update Type."

 

CustomFields_NewFieldType_File1.jpg

To upload a file document to the Client, Pet, or Staff record, navigate to that record, click "Choose File", then select the document from your computer or mobile device. Click "Update."

CustomFields_NewFieldType_File2.jpg

The document will now be displayed on the page, and it can be accessed and downloaded by users. Only users who have access rights (set in Custom Fields) will be able to view/download the file. 

  

CustomFields_NewFieldType_File3.jpg

Users will also be able to access and download the documents from their mobile device for easy access in the field. To open the file, tap on "Download file." The document will open in the device's browser.

CustomFields_NewFieldType_File4.jpg

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