BestNotes: Upload, Organize, & Manage Documents : BestNotes Classic Edition

External files can be uploaded and stored within BestNotes, ensuring HIPAA compliance with end-to-end encryption. This article outlines the process for uploading and managing documents.

Permissions Required

Documents
Delete Folders and Files
Data Export

Managing Documents and Uploading Files

Access Documents

To view and upload documents, and create folders from the dashboard, you must have the "Documents" permission.

To access the documents in the dashboard, select the "Documents" tab in the bottom left hand corner.

Create Folders

Select the "Create Folder" icon in the top left corner.

Documents tab highlighted

Create Folder icon

Enter the "Folder Label" title.

Select "OK."

Folder Label input field

OK button

To access the folder, double-click the folder.

Upload Files

To upload a document to a specific folder, open the folder by double-clicking on the desired folder. Otherwise the document will be added to the "Home" folder.

Double-click folder to open

Open folder before uploading

Select the "Upload" icon in the top right corner.

Select the "Choose File" button, and select the file you would like to upload from your computer.

Upload icon

Choose File button

Note: Avoid uploading files names which contain special characters (!@#$%&). It may negatively impact the upload.

The "Description" is free text that will appear when you hover over the saved file. This has a character limit of 255.

You can limit access to this file by selecting the "Accessible by Groups" checkboxes.

Description field

Accessible by Groups checkboxes

Select "Add to Folder."

You will see the file in the folder that it was saved to. Hovering over the file will show you the description that was entered, and you will also see the date the file was added.

Add to Folder button

Uploaded file in folder with description and date

To move the file to a different folder, select and hold the file, and drag to the folder you would like to move it to.

Manage Documents

Once a document has been uploaded, you can manage that document's properties, send the document via an external email service, or delete the file with the appropriate permissions.