How to use the File Transfer add-on

This article describe how to easily and securely transfer files in your Coviu sessions.

Last updated: Feb 2021

 

This add-on is available for free from the Coviu Marketplace for our Starter, Professional and Clinic plans or, if your Organisation has implemented one of our customised Enterprise accounts, it may already be available from the  menu when in a call. If not, you should speak to your Telehealth support officer in the first instance to request it to be added.

What is it?

The File Transfer add-on allows you to easily share documents with your client during the call. Let's say you have a PDF showing nutritional information or correct exercise techniques, you can easily upload and share the document with the participants in the call. 

Because of the secure nature of Coviu, you can share more sensitive information e.g. a copy of pathology results or to simply share a copy of a Specialist referral letter.

How do I use it?

  1. Log into Coviu as you normally would and enter your call.
  2. Click the Tools+ button and then click the Share a File button
  3. Navigate to your document and click Open when you have it.
  4. Your client will get an "uploading" notification and then the option to download the document at which point they can choose to save it where they like.