Attach Files

Learn about Attaching Files to an Appointment

How do I attach a file to an Appointment?

To begin attaching a file, simply open an Appointment and then click the Files button at the bottom of the screen to bring up the dialogue box. Once selected, you can attach files to an Appointment. This includes the ability to take a photo, attach a PDF file, or upload any other allowed file type.

Attach Appointment Files Dialogue Box

Mobile Use

On a mobile device, this will also feature the option to take a photo while uploading the file, as illustrated below.

Take a photo and store it against the Appointment