Open More > Documents to manage the organization's shared files.
Upload Files
Choose Upload Documents and select the files. They are saved in the folder you have open, and when you are viewing a pet's documents they are also linked to that pet. For each file you can set:
- A name
- A description
- A category
- Who can access it
When you add several files at once, you can upload them as separate documents or group them into a new folder created inside the one you have open. To link a file to a person or another record, upload it from that record's Documents tab.
The uploader accepts common images, PDFs, Microsoft Office documents, Apple iWork documents, text and data files, presentations, and ZIP archives. The upload dialog shows the current size limit before you select files.
Preview and Download
Click a document to preview it when its format is supported. PawPlacer can preview common images, PDFs, plain-text and structured-text files, spreadsheets, video, audio, and modern Word documents. Other accepted files, including presentations and archives, remain available for download even when an in-app preview is not available.
Use Download whenever you need the unchanged original.
Find and Sort Files
Use search for a document name or description. The filter rail narrows results to favorites, entity-linked documents, folders, or categories. Use the Sort menu for:
- Name A–Z or Z–A
- Newest or oldest upload
- Category
- Folder or linked entity
Table view is best for comparing metadata. Gallery view is useful for scanning visual files and folder contents.
Folders, Categories, and Related Records
Folders can be nested. Open a folder to view its contents, use the breadcrumb to move upward, and create a subfolder with New Folder.
To delete a folder, select the pencil on its folder card and choose Delete. Only an empty folder can be deleted, so move or delete its documents and subfolders first; a folder that still holds documents you cannot see is not empty either. Deleting a folder needs document-management access.
Categories label the kind of document without changing where it is stored. Related records connect a file to the animal, person, event, or other record it belongs to. Use all three together when useful:
- Folder:
Adoption paperwork - Category:
Signed agreement - Related record: the adopted pet
To reorganize several files, select them and use the bulk move action.
Edit or Remove a Document
Open a document's actions in Documents to edit its name, description, category, folder, and who can access it. On a record's Documents tab you can edit a file's name, document type, and description. The record a document is linked to is set when it is uploaded and cannot be changed afterwards. You can also toggle its favorite status, move it, download it, or delete it. Available actions depend on your document permissions.
Files uploaded to a medical record also appear in Documents. Renaming one of them or changing its description updates the medical record's copy too, so those two edits need medical access, as does deleting it.
Deleting a document removes it from the shared library and from any related record where it appeared.