Add and manage appointment files

Keep photos and documents with the appointment they belong to.

Add a file

1. Open the appointment and select Files.
2. Select Add file.
3. Choose a file source:
   • Select from gallery
   • Upload file
   • Select from job (appointments linked to a job only)
4. Choose the file.

If the appointment is linked to a job, files you upload also appear in the job’s files.

Add a file from the job

1. Select Add file, then Select from job.
2. Search for or choose one or more files.
3. Select Save.

Open or download a file

Select a file to open it. To save a copy, select Download.

Manage a file

Open the file’s options to choose:

• View details: See the file’s name, upload date, size, who uploaded it, and the records it’s attached to.
• Rename file: Change the file’s name. The file extension stays the same.
• Download: Save a copy of the file.

Related articles

• View and manage an appointment
• Add a form to an appointment
• Manage a job and its related records