Uploading files as attachments to a specific session enables you to share workbooks, instructions, and other documentation that are best downloaded and kept by the client with reference to that specific date of service. Additionally, it is an effective way to securely and store internal documents that you want tied to that specific date of service.
How to add an attachment for a specific session:
1. Select the Sessions icon or the Sessions tab within a client's chart.
2. Find the desired session from the session list, then click on a session detail to jump to the session's Overview page.
3. On the blue menu bar click the Attachments tab.
4. Click the Upload New File button if uploading just one file, or the Upload Multiple Files button if you're uploading more than one file at a time.
5. Select whether to allow the client access to the file or keep it internal by clicking the button for either Shared with client on secure portal OR Internal use only.
Note: If you select "Shared with Client" and you have Shared File notifications enabled, upon saving, the client will automatically be sent an email notification alerting them to the shared file and instructing them to log in to access the newly shared attachment.
6. Enter a Description.
7. Select a Folder where the attachment will be stored (Optional). To learn more about setting up folders click here
8. Click the Choose File button, then select file in the pop-up window.
9. Click the Upload button.
