The Files tab in the Appointment Summary displays any files attached to the appointment. For each file, the Description is shown.

Open

Filtering the Files List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

• Description Search

• Number of files displayed

Exporting the Files List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding File Attachments

Selecting Add File will open the Add File window. Here you can enter the Description for your file attachment, and either drag and drop a file into the box or select it to browse for the file. Once you are finished, select Save to finish.

Open

File Actions

Selecting the ... icon by a file will show the following options:

• Download

• Edit – This will open a window where you can edit the Description for the file. When you have made your changes, select Save to finish.

• Delete – This will remove the file attachment. You will be prompted to confirm before the attachment is deleted.