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Line drawing for the Clients topic

Filing a document in a client's chart

File a document or accept a returned paper form.

Who this is for: Clinician

File a document

  1. Open Documents and select File a document.
    The Documents area with an arrow pointing at the File a document button.
  2. Choose Consent, Measure, Letter, Report, Form, Plan or Other.
    The File a document panel with an arrow pointing at the kinds of document to choose from.
  3. Enter What to call it and The date on the document.
    The File a document panel with an arrow pointing at the What to call it box.
  4. Choose the file. The panel shows the file size limit and accepted types.
    The File a document panel with an arrow pointing at the zone to drop a file or pick one.
  5. Select File it into the chart.
    The File a document panel with an arrow pointing at the File it into the chart button.

Accept a returned paper copy

  1. Under Scanned forms, find the returned copy and select Open file to review it.
    The Scanned forms section of the Documents tab with an arrow pointing at the button that opens the returned copy.
  2. Select Accept this copy when the returned copy satisfies the outstanding form assignment.
    The Scanned forms section of the Documents tab with an arrow pointing at the Accept this copy button.

Last checked against Weft on 31 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.