Find, print and email a document

Pull up any document in your clinic's library, then print it, download it or email it straight to a client.

Find a document

1. Open Docs and click the Documents tab.
2. Type in the search box. It searches titles, tags and file names.
3. Narrow things down with Type or Category if you need to.

Click a document to preview it. Use the arrows at the top of the preview, or your left and right arrow keys, to step through the others.

Print or download

1. In the preview, click Details & send. You can also click the info button next to a document in list view.
2. Click Open / Download or Print.

Email it to a client

1. Open the document's details and click Email to client.
2. Enter the Client email. Client name and Subject are optional.
3. Click Send document.

The file is attached to an email with your clinic's branding. Files over 30 MB are too large to email.

Packages

A package is a set of documents that go together, like everything a surgery client signs. Packages sit at the top of the Documents tab.

1. Click a package to see its documents in order.
2. Click Open on any one, or Print all to print the set in one go.

If a file can't be combined into the print (for example, a Word document), houndkit lists it so you can open and print it separately.

Related

• Upload documents and make packages