Documents
Securely store, send, share and receive documents as you work with clients
- Getting Started: Documents
- Healthie Documents: Best Practices
- Organizing documents into folders
- Sharing documents and folders with clients
- Clients viewing and uploading documents
- Editing documents in Healthie
- Enable notifications when client shares a document
- Generated reports folder in Documents
- Using Documents on the Healthie mobile app
- Leveraging Healthie for e-Books & lead magnets
- Uploading Private Documents to a Client's Account (Visible and Not-Visible Documents)
- Storing & Hosting a Video
- Recovering a Deleted Document