Upload Note
Digitize handwritten notes or existing documents
Upload Note lets you add existing documentation — handwritten session notes, scanned forms, or PDFs — directly into your client records.
How to Upload
- Click Upload on the "Upload Note" card on your Dashboard
- Select your files:
- Images — upload up to 6 images (photos of handwritten notes, scanned pages)
- PDF — upload a single PDF document
- Preview your files and remove any you don't want
- Click Upload to submit
note
You can upload multiple images OR a single PDF — not both. If you've selected a PDF, you can't add images, and vice versa.
Supported Formats
Images — JPG, PNG, HEIC (up to 6 files)
Documents — PDF (1 file)
When to Use This
- You took handwritten notes during a session and want to digitize them
- You have assessment results, test reports, or external documents to add to a client's record
- You're migrating historical records from another system into Serene
- A client submitted paperwork that you want to keep on file
Things to Know
- Each image should ideally contain notes from one session for clean organization
- The card is disabled while another upload or recording is in progress
- All uploaded files are encrypted and stored securely
- For handwritten notes, scan with good lighting and ensure text is legible for the best results