Upload and manage a client's documents
Upload, preview, download and delete a client's documents.
Where: Web or mobile app, for coaches
Use documents to keep files for one client in one place, such as signed forms, scans, photos, and videos. On mobile, your plan must include documents. On web, guest clients have no documents.
Steps
Open the Clients tab and select the client.
Select the Documents tab.
Select Upload document. Then pick Take Photo, Photo / Video, or Document.
Tap a file to open it. Images, videos, and PDFs show a preview. Other files open in another app.
To remove a file, tap the trash icon. Delete document says "This removes the document from this client." Select Delete.
Common questions
Why is there no Download button?
Your organization has turned off data exports.
Why is there no Delete button on a file?
The file is locked, so it cannot be deleted. Files saved from a consultation are locked. On mobile, locked files show a Locked tag.
Why do I see "Documents locked" on mobile?
Your plan does not include documents. Select Upgrade or Manage subscription on that screen.
What is the largest file I can upload on mobile?
30 MB for photos and files. Larger ones show "File too large" and "Max 30MB." Videos have no size check on mobile.