> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Storage and envelope packs

> See how much file storage and how many signature envelopes your practice has used, and buy a pack when you need more without changing your plan.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic', 'pharmacy', 'lims']} plans="Free to Team for storage packs; envelope packs from Essential (Clinic & Hospital) or Starter (Pharmacy, Diagnostics)" roles="Owner or manager to buy a pack; anyone who can open Forms sees the usage" />

Your plan includes an allowance of storage for files attached to forms and signature requests, and a number of envelopes you can send for signature each month. When you run short, a pack adds more for a month — a single payment, not a new subscription, and your plan stays as it is.

<Path steps={['Sidebar', 'Forms']} />

## See what you have used

The line under the **Forms** title shows:

| Shown as                         | What it counts                                                                                                                                                                                                                                                                                                |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **File storage**                 | Files attached to form responses and signature requests, against your allowance including any storage pack                                                                                                                                                                                                    |
| **Envelopes**                    | Envelopes sent for signature since the start of this calendar month, against your allowance including any envelope pack                                                                                                                                                                                       |
| **Signing codes by text**        | Codes texted to signers since the start of this calendar month, against your plan's allowance — 50 on Essential, 500 on Team, no limit on Enterprise. There are no packs for texted codes. Left out on a plan without them, including every Pharmacy and Diagnostics plan, which do not include text messages |
| A pack's name and **until** date | Each pack in force, and the day it ends                                                                                                                                                                                                                                                                       |

A figure turns amber once 80% is used. The owner also gets a notification when envelopes, or codes texted to signers, for the month are 80% used, and again when they are all used — once each per month. If a figure could not be read it shows **—**, never zero. **Envelopes** is left out on a plan that does not include sending documents for signature.

## What a pack adds

| Pack                   | Adds                                   | Lasts                                           |
| ---------------------- | -------------------------------------- | ----------------------------------------------- |
| **100 more envelopes** | 100 envelopes to the monthly allowance | One month from the day the payment is confirmed |
| **500 more envelopes** | 500 envelopes to the monthly allowance | One month from the day the payment is confirmed |
| **10 GB more storage** | 10 GB of storage                       | One month from the day the payment is confirmed |
| **50 GB more storage** | 50 GB of storage                       | One month from the day the payment is confirmed |

The price is shown next to each pack before you pay.

* **Envelope packs** raise the allowance of whichever month they are in force. Envelopes are still counted by calendar month.
* **Storage packs** raise the allowance while they are in force. When one ends, files already stored stay where they are; only new files meet the smaller allowance.
* Packs add up: two packs in force add both.
* **If your practice moves to a plan without that allowance** — for example from Team to Free, which does not include envelopes — a pack in force adds nothing while you are on that plan. It is not refunded, and its month keeps running; if your plan changes back before it ends, it counts again.
* **A refunded pack ends straight away.** Its envelopes or storage come off your allowance as soon as the refund goes through.
* A pack is only offered where it can be used. The Free plan does not include sending documents for signature, so it is not offered envelope packs. Enterprise has no limit on storage or envelopes, so it has nothing to add and is offered no packs.

## Buy a pack

<Steps>
  <Step title="Open Forms">
    Only the practice owner or a manager sees **Buy more** at the end of the usage line.
  </Step>

  <Step title="Select Buy more">
    The **Buy more** dialog lists the packs your plan can use, with their prices.
  </Step>

  <Step title="Choose a pack and select Continue to payment">
    You complete the payment on the secure payment page that opens.
  </Step>

  <Step title="Return to Forms">
    You see **Payment received**. The pack appears on the usage line as soon as the payment is confirmed — usually within a minute.
  </Step>
</Steps>

If you leave the payment page without paying, you return to **Forms** with **No payment was taken**, and nothing changes.

## From a storage notification

When your practice reaches 80% of its storage, and again when it is full, you get a notification. Opening it takes an owner or manager straight to the storage packs in the **Buy more** dialog.

## Practices billed in naira

Packs are not yet available for practices billed in naira. The dialog says so, and nothing is charged. Upgrading your plan still raises both allowances — see [Change your plan](/platform/plans/change-plan).

## Troubleshooting

<AccordionGroup>
  <Accordion title="I paid and the pack is not on the usage line">
    Reload the **Forms** page after a minute. A payment made by a method that takes time to clear, such as a bank debit, is added when the money arrives, not when you leave the payment page. If the pack is still missing after that, contact support with the date and amount of the payment — never a patient's details.
  </Accordion>

  <Accordion title="There is no Buy more button">
    Only the practice owner or a manager can buy a pack. For everyone else the usage line shows the figures only. The button is also hidden when your plan has nothing a pack could add to.
  </Accordion>

  <Accordion title="The payment page could not be opened">
    Try again in a moment. If it keeps happening, your practice may be billed in a currency packs are not yet sold in, or the pack may be temporarily unavailable — the message under the dialog says which.
  </Accordion>

  <Accordion title="A signature request says the practice has used all its envelopes">
    Your practice has sent every envelope its plan and any packs allow this month. Buy an envelope pack from **Forms**, upgrade, or send it next month. Envelopes already sent are not affected.
  </Accordion>
</AccordionGroup>

<StillStuck />
