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How to articles
List of articles to help you use eNoteFile.
64 articles in this collection
Written by
eNoteFile Team
Web Notes
How to add or remove a page in a note
Here are some quick tips to add or remove pages in a note or note template.
Written by
eNoteFile Team
Updated over a week ago
How to move around and scroll/zoom in a note
Here are some quick tips to zoom in or out, and scroll/move around a note.
Written by
eNoteFile Team
Updated over a week ago
How to undo/redo changes in a note
Here is a guide on how to undo or redo any changes made while editing a note.
Written by
eNoteFile Team
Updated over a week ago
How to lock a note
Here is a guide on how to permanently lock a note to prevent any further changes.
Written by
eNoteFile Team
Updated over a week ago
How to sort and file notes
Here are some tips to help sort and file your notes. This can be used to create a filing system e.g. episodic filing.
Written by
eNoteFile Team
Updated over a week ago
How to disable touch (Microsoft Windows)
Here are some options to disable touch on your Microsoft Windows device.
Written by
eNoteFile Team
Updated over a week ago
Managing Templates (custom forms)
Creating, editing and managing templates (custom forms)
You can create your own custom templates in eNoteFile.
Written by
eNoteFile Team
Updated over a week ago
How to insert and resize an image
Here is a quick guide on how to insert and resize an image you have added to a note or note template.
Written by
eNoteFile Team
Updated over a week ago
Convert a PDF to an image file
Here are some tips to convert a PDF into an image file (e.g. PNG, JPEG) which can be used on a note template.
Written by
eNoteFile Team
Updated over a week ago
How to add custom fields on a note template
Here is a quick guide to add custom fields such as client name, date of birth and note created date onto a note template.
Written by
eNoteFile Team
Updated over a week ago
How to deactivate a note template
Here is a quick guide to deactivate a note template to prevent it from being available when creating a new note.
Written by
eNoteFile Team
Updated over a week ago
General
How to view past appointments for a client
Here is a guide to view all previous appointments for a client.
Written by
eNoteFile Team
Updated over a week ago
How to log out
Here is a guide to safely log out of eNoteFile.
Written by
eNoteFile Team
Updated over a week ago
How to import clients
Here are some quick tips to help you import your client list.
Written by
eNoteFile Team
Updated over a week ago
How to export clients
Option to export client list as a CSV
Written by
eNoteFile Team
Updated over a week ago
How to deactivate a client
Here is a quick guide to deactivate a client to prevent them from showing up in search results.
Written by
eNoteFile Team
Updated over a week ago
How to mark appointment attendance
Here is a guide to change the attendance status of an appointment.
Written by
eNoteFile Team
Updated over a week ago
How to export a note or invoice to PDF
Here are some quick tips to help you export and save a Note or Invoice as PDF (email, print or save to device).
Written by
eNoteFile Team
Updated over a week ago
How to create a new appointment type
Here is a quick guide to create a new appointment type which can be used in the calendar.
Written by
eNoteFile Team
Updated over a week ago
How to create group appointments
Here is a quick guide to create a group appointment type which can be used in the calendar.
Written by
eNoteFile Team
Updated over a week ago
Translate eNoteFile with Google Chrome
Translate eNoteFile with Google Chrome Translate extension
Written by
eNoteFile Team
Updated over a week ago
How to export Practice Management data
Export your Clients, Appointments, Invoices, Payments and the rest of your practice management data to csv
Written by
eNoteFile Team
Updated over a week ago
How to bulk export Client Notes to PDF
Export your Clients Notes, Attachments and Quick Notes
Written by
eNoteFile Team
Updated over a week ago
Add unavailable times to calendar
This article will help you add ad hoc breaks (unavailable slots) to your calendar.
Written by
eNoteFile Team
Updated over a week ago
How to set and view available days in the diary
Here is a quick guide on how to set up which days appear as available in the diary.
Written by
eNoteFile Team
Updated over a week ago
How to change practitioner availability
Here is a guide to set or update a practitioner's availability in the diary.
Written by
eNoteFile Team
Updated over a week ago
How to change the time slot duration when viewing the diary
Here is a guide on how to change the time slot duration/size in the calendar.
Written by
eNoteFile Team
Updated over a week ago
How to print the diary
Here is a quick guide on how to print your calendar from your browser.
Written by
eNoteFile Team
Updated over a week ago
How to add or remove the header/footer when printing
Here are some quick tips to add or remove the header and footer when printing a note or invoice.
Written by
eNoteFile Team
Updated over a week ago
How to view diary and notes in a new tab
Here is a quick guide on how to open your diary and notes in a new tab to make it easier to view multiple notes and client files.
Written by
eNoteFile Team
Updated over a week ago
Using eNoteFile shortcuts
Here are some quick tips to help you find shortcuts.
Written by
eNoteFile Team
Updated over a week ago
How to lock screen rotation (Microsoft Windows)
Here are some tips to disable automatic screen rotation on your Microsoft Windows device.
Written by
eNoteFile Team
Updated over a week ago
Optional pay-per-use extras
Optional extras
eNoteFile offers pay-per-use optional extras.
Written by
eNoteFile Team
Updated over a week ago
SMS Overview
This article is a quick review of the SMS features we offer
Written by
eNoteFile Team
Updated over a week ago
Enable SMS
Here is a guide to help you enable the SMS feature
Written by
eNoteFile Team
Updated over a week ago
Automatic SMS Reminders
How to setup, edit or customise SMS reminders in eNoteFile
Written by
eNoteFile Team
Updated over a week ago
Manual SMS Appointment Reminder
How to send a manual appointment reminder
Written by
eNoteFile Team
Updated over a week ago
Manual SMS
How to send ad hoc manual SMS to a client
Written by
eNoteFile Team
Updated over a week ago
Payment Gateway with Stripe
Stripe is our integrated payment gateway. Having access to a payment gateway allows you to receive payments directly from your clients.
Written by
eNoteFile Team
Updated over a week ago
Setting up Online Booking
Help clients create their own appointments with Online Booking.
Written by
eNoteFile Team
Updated over a week ago
eNoteFile Account (users and billing)
How to log into eNoteFile
Here are some quick tips to help you log into eNoteFile.
Written by
eNoteFile Team
Updated over a week ago
How to add a new Team Member (Practitioner)
Here are some quick tips to help you add a new Practitioner or Non-Practitioner (users) to eNoteFile.
Written by
eNoteFile Team
Updated over a week ago
User Privileges
More information about Practitioner and Non-Practitioner user privileges/roles
Written by
eNoteFile Team
Updated over a week ago
How to deactivate a Team Member
Here is a guide to deactivate a team member (user login).
Written by
eNoteFile Team
Updated over a week ago
How to change a Team Member's name
Here is a quick guide to change a Team Member's first or last name.
Written by
eNoteFile Team
Updated over a week ago
Tips to change availability for a set time
Here are some tips if you want to make a practitioner available for only a set time e.g. short term while another practitioner is away.
Written by
eNoteFile Team
Updated over a week ago
Invoicing
Invoice overview
Quick overview of eNoteFile invoice
Written by
eNoteFile Team
Updated over a week ago
How to create a new product
Here is a quick guide to create a new product that can be added to an invoice.
Written by
eNoteFile Team
Updated over a week ago
How to Customise an Invoice
Here are some quick tips to help you customise your invoices with a logo, footer and recurring client specific notes.
Written by
eNoteFile Team
Updated over a week ago
Invoice Multiple Appointments
How to add multiple appointments on a single invoice for a client.
Written by
eNoteFile Team
Updated over a week ago
How to refund an invoice
Here are some tips to refund an invoice.
Written by
eNoteFile Team
Updated over a week ago
How to change tax settings
Here are some tips to change the tax amount for an appointment or product.
Written by
eNoteFile Team
Updated over a week ago
Single page printing (invoice)
Here are some quick tips to help you print an invoice on one page.
Written by
eNoteFile Team
Updated over a week ago
Practitioner provider number on an invoice
How to add practitioner provider number to an invoice
Written by
eNoteFile Team
Updated over a week ago
Invoice third-party
This how to will help you invoice third-party companies (Work Cover)
Written by
eNoteFile Team
Updated over a week ago
How to add details for other payment methods
How to add payments for other payment methods not in the list of payment methods on an invoice (e.g. cheque, direct debit).
Written by
eNoteFile Team
Updated over a week ago
How to apply a discount on an invoice
Here are some quick tips to apply a discount to an item or product on an invoice.
Written by
eNoteFile Team
Updated over a week ago
Inserting hours worked on invoice
How to insert hours worked on an invoice.
Written by
eNoteFile Team
Updated over a week ago
How to cancel an invoice
Quick guide to cancel an invoice and view cancelled invoices.
Written by
eNoteFile Team
Updated over a week ago
Reports
Summary of reports available in eNoteFile
List of reports in eNoteFile
Written by
eNoteFile Team
Updated over a week ago
Payment Summary Report
This report is intended to assist organisations with the reconciliation of payments received.
Written by
eNoteFile Team
Updated over a week ago
Practitioner Revenue by Paid Invoices Report
This report is intended to display the total appointment revenue received by practitioner.
Written by
eNoteFile Team
Updated over a week ago
Practitioner Revenue by Raised Invoices Report
This report is intended to display the total appointment revenue invoiced by practitioner during the specified time period.
Written by
eNoteFile Team
Updated over a week ago
Unpaid Invoices Report
This report is intended to assist organisation with identifying invoices with outstanding payments.
Written by
eNoteFile Team
Updated over a week ago