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How To Share Attachments with Your Provider on Mobile

Article author
Dennis Myl
  • Updated

Overview

If you are looking to share attachments with your provider using our platform on your mobile device, this guide is for you!

Looking for instructions for desktop? Click here

Guide 📖

Logging In 👤

Login to your account using the mobile app, available here for iOS and here for Andriod

Sending Files 📁

Once logged in, find the corresponding appointment you'd like to send files to. Click on the "More" button

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You'll be greeted with an Info, Forms, and Files tab. Click on the "Files" tab, followed by "Attach file" and "Attach a document" 

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You'll be presented with your phone's file explorer. Locate the file you'd like to send to your provider

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Once selected, you'll be able to edit the file name of your attachment and submit it to your provider

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Once submitted, you'll see a summary of all the files you've successfully provided

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Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!

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