Upload source documents to a visit
Open the visit from the Casebook, go to the Docs tab, choose a category, add an optional description and drop the file. PDF, images, CSV, XLSX, DICOM and audio files up to 25 MB are accepted.
Where to find it
Casebook > visit cell > Docs
Upload a document
In the Casebook, click the visit cell and open the Docs tab.
Choose a Category: lab report, imaging, ECG, referral letter, audio recording or other.
Add a Description if useful.
Drop the file onto the upload area, or click to choose it.
You see "Document uploaded".
Removing a document marks it Removed; it stays visible under Show removed. Who can upload and who can view documents depends on the role.
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Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.