Upload a photo or document to a client record in PUPS Inspections or PUPS EHR

Introduction

Use this guide to add a photo or document to a client record in PUPS Inspections or PUPS EHR. Uploading files helps keep records complete, supports documentation, and makes it easier for your team to review important information later.

Before you start

• You must have access to the client record or inspection form.

  Make sure the file is saved on your device.

  Use a clear photo or a supported document format.

Step-by-step instructions

1. Open the client record or inspection form where you want to add the file.

2. Select the upload, attachment, or add file option.

3. Choose the photo or document from your device.

4. Wait for the file to finish uploading before you submit or save the record.

5. Confirm that the file appears in the record after upload.

Tips for a successful upload

• Use a clear image so the details are easy to read.

• Check that the file is in a supported format before uploading.

• Do not close the page until the upload is complete.

If the upload does not appear

1. Refresh the page.

2. Try uploading the file again.

3. If the file still does not show, contact support.

Contact support

If you still have trouble uploading a photo or document, contact support and include the client name, form name, and the approximate time you tried to upload. That information helps us look into the issue faster.

Additional information

If your organization uses different file rules or upload settings, follow your internal workflow or administrator guidance for PUPS Inspections or PUPS EHR.