Add files and forms to an appointment

Attach files and link forms to an appointment.

Add files

1. Open the appointment.
2. Select Add file.
3. Choose one of these:
   • Upload a file from your computer.
   • Select an existing job file: choose Select from job, select the files, then select Attach files.

Files appear under Attachments. Files you upload also appear in the job’s files.

Remove a file

Open the file’s menu and select Remove from appointment. The file stays in the job’s files, so you can attach it again later.

Add forms

Forms are available when the appointment is linked to a job. To add a form to an appointment that isn’t linked to a job, link a job first.

Add a new form

1. Open the appointment.
2. In Linked items, select New form.
3. Choose a template, then select Add form.

The form is added to the job and linked to the appointment. From the form, select Linked appointment to return to the appointment.

Link an existing form

1. In Linked items, select Existing form.
2. Choose one of the job’s forms.
3. Select Update appointment.

Unlink a form

Open the form’s menu and select Unlink. The form stays on the job.

Things to know

You can link the same file or form to more than one appointment.

Related articles

• View and manage an appointment
• Fill in a form
• Add a form to a job