Upload PDFs

Upload PDFs to Everbility that can be used across reports, assessments and other client documents.

With Everbility, you can upload PDFs like assessment scores, meeting minutes, case conferences, internal therapy reports, external therapy reports, client forms and more.

This can help you save time and ensure that you have all the information you need to write quality reports or other documents.

Upload a PDF

To upload a PDF, click on Client Data first to enter your client's 'Everbility file'.

Click Upload Data.

Select PDF.

You will then be asked to choose the PDF file from your computer.

Once the PDF has uploaded to Everbility, you will be able to see it in the list of client notes in Client Data.

You can choose to rename the PDF in Everbility by clicking on the Edit button in the row of the PDF.