How to Add and Customise File Storage Types
In WriteUpp, you can use the File Storage area to upload general files, which can then be attached to emails and Direct Messages being sent out from within WriteUpp. When uploading a file, you can associate a File Type with it, to help categorise and manage your files. In the File Storage area, the File Type is shown in the Type column, and you can filter by the Type too: ![](https://storage.crisp.chat/users/Few readersHow to Upload Files to File Storage
The File Storage area in WriteUpp works a bit like a filing cabinet in an office. You can upload general files to it, in the form of PDFs, word documents, images and many more, which can then be attached to Emails and Direct Messages being sent out from within WriteUpp. || Files uploaded to File Storage are NOT saved under the Active Client, as this is a separate storage area in WriteUpp to the client record. ||| Warning: Files specific to a client should NOT be uploaded here. This storageFew readersHow to Edit Files in File Storage
When you select a file to upload to the File Storage area in WriteUpp, the file uploads automatically. The default File Type is assigned to it and the description becomes the file name. However, you may wish to assign a different File Type or edit the description of the newly uploaded file. You can do this once the fileFew readersHow to Delete Files from File Storage
If you no longer use a file uploaded to File Storage, you can easily delete it. There are two ways of doing this. How to delete a file from File Storage: Head to Settings & Tools -> File Storage You will see the File Storage area. There are two ways to delete a file from here The first is to simply click the Trashcan icon at the end of the row of the file you would like to delete:Few readersHow to Attach Files from File Storage to Emails
Once you have some files uploaded to the File Storage area, you can start attaching them to messages being sent out to clients, NOKs, third parties and colleagues. To attach a file from File Storage to an Email: Go to Create -> Message and the Email tab should open Make sure you have the correct client set as the Active Patient. You can use the Switch icon to change patients if neFew readersHow to Attach Files from File Storage to Direct Messages
There are a number of reasons why you may choose to send files from File Storage via Direct Message instead of email. The maximum size of an email that can be sent from WriteUpp is 10MB, meaning if you have a lot of files attached to an email, then it may not get sent. You do not have this limitation with Direct Messages, so if you are attaching large files or a lot of them, then we suggest opting for a DM. ASome readersHow to Attach Files from File Storage to Email Templates
You can attach files from File Storage to Email Templates, making it quicker to compose emails with attachments that you frequently send out from within WriteUpp. To attach files from File Storage to an Email Template: Go to Create -> Message and the Email screen should open Click the ‘Manage Templates’ link ![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/screeFew readersHow to Attach Files from File Storage to Appointment Communications
You can add attachments from File Storage to any Email Template in WriteUpp, including those for appointment communications. For example, you may wish to attach a file, such as an information leaflet, to all single appointment confirmations sent out via email. To do this… Head to Settings & Tools -> Settings -> Scheduling -> Appointment Communication. NOTE: You must have the role ofFew readers