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.


Click Play button


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 

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) 


  •  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.

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