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Clients

Documents & Attachments

Overview

The Documents & Attachments section within the Client Profile in viggoVet allows veterinary staff to store and manage important client-related files, such as ID copies, signed agreements, test results, and other essential documents. This feature ensures easy access to necessary paperwork and helps maintain a well-organized client record.

To access the Documents & Attachments section:

  • Navigate to Clients from the sidebar.
  • Select the desired client.
  • Click on the Documents & Attachments tab.
  • Direct link: 🔗 https://{your-clinic-slug}.viggo.vet/clients/{client-id}/attachments
Attachements

Features & Functionalities

1. Uploading a New Document

To add a new document:

  1. Click the “Upload Document” button in the Documents & Attachments section.
  2. Select the file from your device.
  3. Add a description or title for quick reference.
  4. Assign a category or tag if applicable.
  5. Click Save to store the document in the client’s profile.

2. Managing Uploaded Documents

Veterinary staff can efficiently handle client documents with the following options:

  • Viewing Documents – Open files directly within the system.
  • Editing Descriptions – Modify document names or descriptions for clarity.
  • Downloading Files – Save a local copy of the document when needed.
  • Deleting Documents – Remove outdated or unnecessary attachments.
  • Sorting & Filtering – Find specific documents based on upload date, file type, or name.

3. Supported File Types & Restrictions

  • Accepted Formats – Common document formats, such as PDF, JPG, PNG, and DOCX, can be uploaded.
  • File Size Limits – Ensure uploaded documents do not exceed the system’s maximum file size restriction.
  • Confidentiality – Documents are securely stored and only accessible by authorized clinic staff.

Best Practices for Managing Documents & Attachments

  • Use clear file names and descriptions – Ensure documents are easily identifiable.
  • Regularly review and update stored files – Keep records up to date by removing outdated documents.
  • Upload important agreements and ID copies – Maintain a complete client record for reference.
  • Ensure compliance with clinic policies – Store only necessary and relevant files.
  • Utilize sorting and tagging features – Improve organization and retrieval efficiency.

By effectively utilizing the Documents & Attachments section, veterinary staff can enhance record-keeping with ease.