How do I scan and attach a document?

You can scan documents and then easily attach the scanned copy to a client record in WriteUpp.

As WriteUpp is a cloud-based application, we can't interact directly with devices on your computer, such as an external scanner, but nonetheless its still very straightforward:

To physically scan the document, we recommend using an app such as CamScanner on your phone or tablet. With this you can scan any referral letters/notes/documents and email yourself a PDF copy of the document.

If you want to download CamScanner, please use the links below:

For iOS: CamScanner Free| PDF Document Scanner and OCR on the App Store
For Android: CamScanner HD - Scanner, Fax – Android Apps on Google Play

Then just download the file from your Inbox and attach it to the client record by selecting the appropriate client and then clicking on Create -> Attachment:

Learn more about attaching files to a client record here

Once uploaded, the attachment can be found in the Patient Summary under the Files tab:

The maximum size of an individual file that can be uploaded is 16MB.

Alternatively, if you have already scanned all of your notes and have them saved as files or folders within an external storage source like Google Drive, OneDrive or DropBox, you can add a link to these files from WriteUpp by following the steps detailed here.

There are lots of ways to scan documents - check out the links below!

Updated on: 26/06/2023

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