Sending documents

Modified on Tue, 27 Sep, 2022 at 9:58 AM

Once the documents are ready to be sent, simply click on the “Send” button:

A confirmation request appears:

Click on “Yes” to proceed with the sending.

During sending, the main view displays a progress animation as below:

Documents placed in the "Documents to File" bunk are not affected by the sending.

This is a work basket that allows you to organize your document processing (scanning, cutting/grouping, etc.).

At the end of the sending process

You have several notifications when documents are sent.

You will also receive a confirmation email.

Make sure that confirmation emails for sending documents are not considered “spam” emails.

From the portal, a notification appears in the activity center:

This last notification is visible to all persons having access to the folder (customer and practitioner account).