Documents
One place for your shared and personal files.
Upload and store documents your whole clinic can reach, or keep private files only you can see. Send any of them to a client in a couple of clicks.
BAA included
No download required
CLINIC DOCUMENTSMY DOCUMENTS
12 folders · 4 files
0.9 MB / 500 MB
0.9 MB / 500 MB
Search folders & files…Upload File
| Type | File Name | Date | Size |
|---|---|---|---|
| Intake Forms | — | 0 KB | |
| Shared Files | — | 31.0 KB | |
| CBT-handout.pdf | 3/20/2026 | 140 KB | |
| consent-packet.pdf | 3/20/2026 | 99.4 KB |
Rows per page 101‑4 of 16 ‹ ›
How it works
Documents in three steps
1
Upload a document
Add worksheets, handouts, intake forms, and resources to your library.
2
Choose Clinic or Personal
Clinic files are shared with all staff. Personal files are visible only to you.
3
Send to clients
Share a file with a client during a session through in-call chat.
Why it helps
Built to make your day easier
Clinic library
A shared repository every staff member in your clinic can access.
Personal files
A private space for documents only you can see.
Quick to send
Share a file to a client via chat in a click.
Organized
Keep all your practice resources in one tidy place.
Explore more
Related features
Try Documents free for 14 days
Use the whole platform free for 14 days. No credit card required, and keep a free account after.
HIPAA and GDPR compliant · BAA included