When you have followed the steps to compose a new email, there are multiple ways to add attachments:
Attach via drag and drop
For files saved outside of Dentally you can locate the file on your desktop and drag and drop your file into the bottom of the email draft window, where it says 'Drag files here to attach'.
Attach via upload a file
Click the 'choose files' button in the bottom left area of the email window, locate your files in the explorer that opens and select the file you wish to attach.
See below the supported files types that you can attach within Dentally:
.png
.jpeg
.jpg
.gif
.doc
.docx
.pages
.rtf
.odt
.xls
.xlsx
.csv
.tsv
.zip
.pdf
.ppt
.pptx
Attach images via Dentally Vision
When composing an email, you can attach images directly from Dentally Vision.
In the email composer, go to the attachments section at the bottom of the editor
Click on 'Select Dentally Vision images'
You can filter images using an acquisition date range to find the correct image
Select the images you wish to attach - this can be multiple.
The click 'Attach images'
The selected images will be added to your email.
Attaching Dentally Vision images may automatically save your email as a draft
Vision images may be displayed separately from other attachments for clarity
You can use 'Load more images' if additional image results are available
Attach documents from correspondence
When composing an email, you can attach scanned documents and uploaded files that are already saved in the patient's correspondence record — for example, consent forms, referral letters, or documents scanned directly into Dentally.
In the email composer, go to the attachments section at the bottom of the editor.
Click attach from correspondence...
Filter documents using correspondence date range to find the correct scan or upload.
Select the scan or upload you wish to attach — you can select multiple
Select the scanned pages or uploaded files you want to include:
To attach every scan page or uploaded file, select the checkbox next to the document.
To attach specific pages or files, expand the document and select the thumbnails you want.
To combine the selected pages or image uploads into a single pdf, select 'Send as 1 PDF' and enter an attachment name. This option is only available for scanned documents or uploaded images.
Select Attach (the button shows how many documents you have selected).
For multi-page scans, you can attach every page or choose individual pages before sending. Attaching correspondence documents may automatically save your email as a draft.
Limitations with email attachments
Files can only be attached to new correspondence emails
It is not possible to add images or other files to an email template
You cannot forward an email with its original attachments
The maximum total attachment size is 25 MB
FAQs
Can I attach a document that is already saved in the patient's correspondence record? Yes. When the feature is enabled for your practice, open the document from the Correspondence tab and select Attach to a new email.
Can I attach only some pages from a multi-page scan? Yes. In the Attach from correspondence window, expand the document and select the page thumbnails you want to attach.
Can I attach Dentally Vision images to an email? Yes. Click select Dentally Vision images... in the attachment area at the bottom of the email composer.
Why can't I see Attach to a new email on a saved document? This feature is being rolled out to practices individually. If you do not see the option, it may not yet be enabled for your practice.
What is the maximum attachment size? The total size of all attachments on a single email cannot exceed 25 MB.