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Attaching Handouts to Charts via File Blocks

Learn how to attach handouts in Charts documents.

Written by Brian Stone

Chart File Blocks allow you to upload and organize images and insert Plumb’s drug handouts directly into the Chart document.

To add a file or handout to an existing Chart File Block:

  1. Click Upload File to add supported files.

  2. Click Attach Handout to insert a Plumb’s drug handout.

If a Chart does not already have a File Block, click the Add icon at the bottom of the Chart. This will create a new File Block at the bottom of the document, ready for uploading files or attaching Plumb’s drug handouts.

  1. Rearranging File Blocks:
    File Blocks can be moved within the Chart using drag-and-drop to adjust their position.

  2. File Block Options:
    Click the three-dot menu next to a File Block to access the following options (unless the block is marked as Required in Chart Admin):

    • Preview File: View the uploaded file directly in Instinct.

    • Download File: Save a copy of the uploaded file to your device.

    • Remove File: Delete the uploaded file, returning the File Block to an empty state.

    • Delete Block: Remove the entire File Block from the Chart.

If a File Block is marked as Required in Chart Admin (indicated by an asterisk *), the Delete Block option is unavailable.

Plumb’s Handout PDFs and other uploaded PDFs are added as separate pages at the end of the Chart.

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