Uploading Documents on Appointments

1. Access the Appointment

• Navigate to the Schedule section on the left panel.

• Find the appointment for which you want to view notes and click on it to open the appointment details modal.

2. Switch to the Files Tab

• In the appointment details modal, go to the Files tab.

3. Open the Upload Document Modal

• Click the Add Document button located on the right side of the Files tab to open the document upload modal.

4. Input Document Information

• In the Upload Document modal, provide a Document Name and an optional Description for each file.

• Click on Click to Upload or drag and drop the file(s) from your device into the provided area.

5. Upload and Add Multiple Documents

• Once the first file is uploaded, it will appear in the list below.

• You can continue to upload additional documents by repeating the upload steps (dragging or clicking Click to Upload again).

• Each file can have its own Document Name and Description.

• To delete a file, click the trash icon next to it.

6. Complete the Upload

• After uploading all desired documents, click the Add button to add the uploaded files to the appointment.

7. Review Uploaded Documents

• Once the documents are added, you will see them listed under the Files tab. You can view, download, or delete them from this section.