How do I save image files and PDFs to my cases?
Last Updated: June 2024
If you need, you can save image files and documents to an Event record for future review. This can be useful to add images of how a device was used, images of case-related documents, or to show damage to a device that was used in the case. Additionally, with the PDF document upload you can store copies of documents like the sales order or invoice, if they were created in a different system.
Device Labels
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Click on the upload button for Device Labels
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Select your file
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Click “Open”
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Your image file will be saved to the Event record.
Note: you must add Device Labels while the Event is OPEN.
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Patient Stickers
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Click on the upload button for Patient Stickers
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Select your file
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Click “Open”
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Your image file will be saved to the Event record.
Note: you must add Patient Stickers while the Event is OPEN.
Documents
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Click on the upload button for the Documents section
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Select your file
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Click “Open”
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Your .pdf file will be saved to the Event record.
NOTE: You may upload documents while the Event is Open as well as when it is Pending PO, Pending Payment, or Paid.
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