How to Upload a Document From Iphone

Browse or upload documents on the iOS app

Notation:To make certain you lot get the very best app experience, y'all'll need to accept thelatest version of IOS installed on your phone or iPad.

 If you're using the Timely app on your iPhone or iPad, you'll be able to scan, upload or adhere documents to client records. This is perfect for:

• Recording and storing paper consultation forms digitally.
• Capturing client consent and signed waivers.
• Keeping records of detailed treatment notes.

This allows y'all to easily continue all of your relevant client information, in 1 identify.

In this guide we'll cover how to:

1. Automatically scan and adhere a document.
2. Ship a document to Timely.
3. Give staff access to documents.

Scan and adhere a certificate

If y'all have a physical paper form or certificate you want to attach to a client's record, y'all can browse this using your camera via the Timely iOS app.

1. Head to the Customers tab and search for the client you'd like to add a document to.
2. In their record, y'all'll see a department forDocuments. TapScan a document:

   

3. First, you'll be asked to give the document aTitle:

   

4. Tap+Add folio to start to add the document:
5. You tin can choose to take a photograph of the document at present, or select a photo of the certificate that you already taken.
6. To take a photo of the document now, tapAccept photographto add together the first page:

    Timely will ask permission to admission yourCamera. You lot'll only be asked the offset fourth dimension and you can revoke this access at whatever time.

   1. Focus your camera on the page, try to keep the border of the document in line with the photo frame:

      

   2. The document scanner will automatically detect the page and will ingather it for yous. Click'Next', If needed you lot can rotate, resize or crop the prototype further, when you are happy with the paradigm, click'Done'

   3. Tap the tick icon to add the photo to the document.

   4. Check out this quick GIF of the scanning process.

7. To select an existing photo, tapSelect existing:

    Timely will ask permission to access yourPhotos. You'll only be asked the outset time and you tin revoke this access at any time.

   1. Select the photo from your gallery:
   2. Yous'll then exist able to crop, rotate or resize the image:
   3. TapDone to add together the page to the document:
8. Tap+Add together page and repeat steps (5 -7) for any remaining pages.
9. TapSave to add together the document to the client'south record:
10. The file will then be stored in theClient documents section:

    

Coming shortly! Nosotros're adding the ability to upload a document or file from your iOS device directly to Timely. In the meantime, yous tin follow the instructions below to add together files to Timely.

Send a document to Timely

If you lot are viewing a document online or exporting a certificate from another system, so you can salve this direct from Timely via the iOS action menu.

1. View the PDF or document on your iOS device.
2. Tap the share activity menu icon:

   

3. SelectCopy to Timely from the app options:

   

   If Timely doesn't bear witness up in your app listing, you may demand to tap theMore menu and toggle share to Timely every bit ON.

4. Yous'll and then be taken to the Timely app, where you lot can select a customer to add together the document to.
5. Enter a title and tapSalve to add the document to the customer's record.

Giving staff access to documents

You are able to control which staff members have access to your client attachments.. You volition need to update their admission on the full Timely website.

1. Head toAccount > Staff access.
2. ClickEdit access next to the staff member.
3. Curl downwards to theCustomers department.
4. If the staff member has access to theCustomers tab, at that place will exist an additional checkbox bachelor:
   Check the box next toAllow access to customer attachments if y'all'd like them to be able to view, upload, edit or delete documents.
5. ClickSave to apply.

Bank check out our  How to restrict staff access guide for more than information.

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Source: https://help.gettimely.com/hc/en-gb/articles/360061235574-Scan-or-upload-documents-on-the-iOS-app

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