Documents

The Documents screen in the client portal shows the documents the practitioner has shared with the client — for example a treatment plan, a letter or a report. The client can view a document, download it and — when requested — acknowledge receipt. This screen is part of the client portal (mijn.scrivio.nl).

Overview

Route	/documents, /documents/:id
Audience	Client (with portal access)
Required permissions	Sign-in via the client portal email link

Viewing shared documents

After signing in, the client opens Documents from the menu. The screen shows a list of every document shared with the client. For each document you see:

• the file name;
• the file type (PDF, image, Word, Excel or other);
• the file size and the date the document was shared;
• a Needs acknowledgement marker when the document still asks for the client's acknowledgement, or Acknowledged on [date] once the client has acknowledged it.

When no documents have been shared yet, the screen shows a message that there are no documents. If loading fails, the client can try again with the Try again button.

Loading documents

Documents are ordered by when they were shared, with the most recently shared documents at the top. There is no separate search or filter field; the list shows all documents shared with the client.

When there are many documents, the list loads in batches. A Load more documents button then appears at the bottom, which the client uses to fetch the next documents. The button disappears once all documents have been loaded.

Downloading a document

The client can save a document to their own device:

• from the list, via the Download button next to the document;
• or from the detail screen, via the Download button in the bar at the bottom.

While downloading, the button shows Downloading.... The file is saved under its original file name. If the download fails, an error message appears and the client can try again.

Opening a document

Using the View button, the client opens the document in a detail screen (/documents/:id). The document is shown directly on screen:

• PDF — in a built-in viewer;
• Image — as an image on screen;
• Text — as plain text.

File types that cannot be shown on screen display a message that the document cannot be previewed; the client can then download it to open it. The ← Back to documents link returns the client to the list.

Acknowledging a document

Some documents ask the client to acknowledge receipt. For such a document, a request for acknowledgement appears at the bottom of the detail screen.

Field	Required	Description
Acknowledgement checkbox	Yes	The client confirms they have received and read the document.

The client ticks the checkbox and confirms with the Acknowledge button. The button only becomes active once the checkbox is ticked. After confirmation, the screen shows the date on which acknowledgement was given, and the request disappears. In the document list the marker then changes to Acknowledged on [date]. Documents that do not ask for acknowledgement do not show this step.