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Kareo Help Center

Add Document to Document Storage

Digital files such as Word, Excel or PDF can be uploaded and stored in the Documents section of Kareo PM. Note that if you want a document to be attached to a specific record, open the record and attach it through the record's Documents tab

arrow_orange.jpgTo add a document to document storage

  1. Click Documents >Add Document from File. Click the File button.
  2. Locate the file you want to upload into Kareo PM. Double-click on it to add.
  3. Enter information:
  • Document LabelSelect from the drop-down menu.
  • Name: Enter a name for the document.
  • Status: Select from the drop-down menu.
  • Notes: Enter any notes if desired.
  1. Click Add.
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