Procedure

Select either Customers, Samples, or Orders depending on where the file should be uploaded. Click on the corresponding tab in the navigation bar to go to the area where you want to upload the file.

After opening the customer, sample, or order, look for the tab labeled Files .

The Drag & Drop file upload is faster and allows you to add multiple and larger files up to 1 GB to orders, samples, notes, testing equipment, etc.

Editing and Adding Interfaces

QR Code Recognition for Categories of Stored Files

If you have connected your scanner to the laboratory database, you can automatically assign scanned documents to a file category using QR codes.

For example, create a document template for consent forms with the corresponding QR code so that after signing and scanning, the documents are automatically assigned to the file category "Consent Form."

You can find more on this topic at LINK_TO_PAGE=112.