Katsem organizes uploads by cases, matters, or client folders. Before uploading, click on the relevant case name. This step is crucial because permissions are often case-specific. If you try to upload to a folder where you lack “write” access, the system will block the transfer.
: Look for a "Create Submission" or "File Upload" button, often represented by a paperclip or upward arrow icon.
: Within the patient record, go to the Create menu. Select Attachment : Click on Attachment . Choose File : Select the desired file from your device. Add Metadata : Enter a Description for the file. Update the Keyword to help with future searches. Set Privacy & Security :
Implementing a secure file upload process involves several critical steps:
Download your own file once to make sure it wasn't corrupted during the transfer. Still having trouble?