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NOTE: Files (Uploading and downloading) from Mac to Windows or vice versa need to avoid:

  • Windows will not accept the following characters:



  • For more information on what Apple (Mac) will not accept, Click HERE.


Video

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Documentation


Page Content (Click on blue titles):

NOTE: Documents uploaded to BestNotes are HIPAA compliant because they are stored and accessed with end-to-end encryption.



 User Permissions Required (contact your BestNotes System Administrator for user permissions):

 



Documents are accessed by clicking on the Documents button in the lower left hand corner of the dashboard. 




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Creating Folders


To create a folder, click the Add Folder button, and assign it a name. To add a new name to a folder, click on the folder, and then click the rename button in the upper right-hand corner.



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Uploading Documents

To upload a document: 
  1. Double click the folder that the file belongs to
  2. Click the Upload File button 



  3. Click Browse
  4. A prompt to browse the system will appear
  5. Select the file to upload
  6. Add a Description
  7. Restrict the files visibility to specific groups within the organization 




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The file can be no larger that 5MB in size. Any file larger than 5MB will remain uploading indefinitely.

BestNotes requires uploading from a hard drive, SSD, or Disc.


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Manage Settings

To edit a file name or group restrictions, click on the file, and the editing option buttons (top-right)
  • Email File
  • Properties
  • Delete (Requires User Permission)


 User Permissions Required to email electronic files (contact your BestNotes System Administrator for user permissions):

  

 


 NOTE: BestNotes recommends that your business creates a security protocol for a user to have this permission. 



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Large File sizes


  1. Files larger than 5 MB can be sent with:
  •  www.sendinc.com (10MB - At the bottom of Sign Up is a link to the free account) 



OR 

  •  www.dropbox.com (2GB). 
    • With these websites, you can share / paste a link in a Message (e.g. Q-Log message or e-mail). 
  • NOTE: Remember HIPAA Compliant Mandates before sending any PHI files.


     2. PDFs




To upload files to a contact's face page, Click HERE.


To scan or create a PDF, Click Here.