Sometimes, there are certain documents, images or other files you want to link against a client file. You can do so by using the attachment feature in Animana. This article will explain how to add one or more attachments to a client file.

Before you start

Step-by-step instructions

1. From the client file, click Attachment at the top.
2. By default, today’s date will be entered, you can change this if needed.
3. Select one of the categories from the drop-down menu that is most relevant to the type of file(s) you want to attach.
4. Click Choose files.
5. Browse and select the files on your computer that you wish to attach.
   
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   Tip: on a Windows computer, hold down your CTRL-key while selecting multiple files to attach them in one go.
6. Click Open.
7. You can add a description in the description field to further explain the content of the attachments.
   
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   Note that when adding multiple attachments at once, all attachments will have the same description you add here.
8. Click Add.

The attachments have been uploaded and are visible as separate lines in the client file.

More about this

Can I remove one or more files while I’m in the process of attaching them?

No, once you’ve clicked Open in step 6 above, you cannot remove the selected files there. You can then either click Choose files again and reselect all the files you wish to add, or go back to the client file and thereby cancel the process.

How do I adjust the description of my attachment(s)?

When you add a description to multiple files at once (step 7 above), you may wish to adjust that description for individual attachments. Once they are attached to a client file, you can click on an attachment to see the attachment details. There, you can adjust the note for that individually selected attachment in the field “description” and click Update.

How do I delete an attachment?

The quickest way is to click on the right-hand side of the attachment in the client file.

Alternatively, you can click the attachment to open it and then click Delete.

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Note that you need permission to be able to delete attachments. Permissions can be adjusted by practice administrators in > General Settings > Role Management.

Can I add or adjust an attachment category?

No. The categories in the drop-down menu are fixed and cannot be edited.