Review Customer Uploaded Files (How-To)

Article Details

Article Type: How-to
Audience: Administrators
Audience: Staff Users
Skill Level: Beginner

Summary

Customers can upload files to their profile, such as immunization forms. This example shows how to review an immunization form and update the immunization record.

Steps

Open the customer's Owner Profile page. Type the customer's name in the Search box and select the name.
Find Files at the bottom right of the profile page.
Select Download File from the Actions menu to view the file.
To update the immunization record, open the animal's profile page. Select the animal's name from the Owner page, Search, or anywhere else in the app.
Select the Immunizations tab.
Enter the Expiration Date. You can also add a Note.
Select Save Changes.