This article is for:
Elevate
Innovate
If you are using the Timely app on your iPhone or iPad, you'll be able to scan, upload or attach documents to client records. This allows you to easily keep all of your relevant client information, in one place. It is a great way to record paper consultation forms and consent waivers digitally, if you are not using the Consult app. For more information on our digital alternative, see our help guide Introduction to Timely Consult.
Timely note: for the best experience, please make sure you are using the latest iOS version, and have updated the Timely iOS app.
Important note: this feature is only available to businesses on our Elevate and Innovate plans. Should you wish to upgrade your plan, you can find more information in our help guide How to change your Timely plan.
How to add a new photo of a document 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, you'll see a section for documents > click scan a document > then give the document a title.
3
Click + add page. You can choose to take a photo of the document now, or select a photo of the document that you have already taken.
4
To take a photo of the document now, click take photo to add the first page. Timely will ask permission to access your camera. You'll only be asked the first time and you can revoke this access at any time.
5
Focus your camera on the page, try to keep the edge of the document in line with the photo frame. The document scanner will automatically detect the page and will crop it for you. If needed you can rotate, resize or crop the image further, when you are happy with the image, click done.
6
Now click the tick icon to add the photo to the document. Now you can click next.
How to send a document to Timely
1
View the PDF or document on your iOS device, then click the share action menu icon.
2
Select copy to Timely from the app options. If Timely doesn't show up in your app list, you may need to click more from the menu and toggle share to Timely as ON.
3 You'll then be taken to the Timely app, where you can select a client to add the document to. Enter a title and click save to add the document to the client's record.