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.
Important note: to make sure you get the very best app experience, you'll need to have the latest version of IOS installed on your iphone or iPad.
How to scan and attach documents via iOS
Step-by-step instructions
Add a new photo of the document
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.
Add an existing photo of the document
1
To select an existing photo, tap select existing. Timely will ask permission to access your photos. You'll only be asked the first time and you can revoke this access at any time.
2
Select the photo from your gallery, at which point you will also be able to crop, rotate, or resize the image. When you are happy with the image, click done.
3
Click + add page. Repeat this as many times as you would like to.
4
When you are ready, click save to add the document to the client's record. The file will then be stored in the customer documents section.
How to send a document to Timely
Step-by-step instructions
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.
How to give staff access to documents
Step-by-step instructions
1
Head to account > staff access > then click edit access next to the staff member.
2
Now you can scroll down to the customers section. If the staff member has access to the customers tab, there will be an additional checkbox available. If you need to update this, you will need to do so on the full Timely website, not the iOS app.
3
Check the box next to allow access to customer attachments if you would like them to be able to view, upload, edit, or delete documents.
4
When you are ready, click save to apply your changes.