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How to manage client documents

  • Updated

This article is for:

Elevate
Innovate

 

In this guide you'll learn how to manage client documents, on the Timely website. If you're using the Timely app on your iPhone or iPad, then you can scan documents directly into the Timely app. Documents can then be viewed from the client's record on any computer or device. Find out more about How to scan or upload documents on the iOS app.

 

 

Important note: While Timely provides a safe, secure and robust platform to store this information (note that no Timely staff can access this information), it is the responsibility of the business owner to ensure information is protected and that customers are kept informed.

 

Timely note: If you are on our Elevate or Innovate plans, you'll be able to sync your Consult forms (intake forms, consent forms, client detail forms and patch tests) through to Timely which will appear in the document section of the customer profile. Find out how to upgrade your plan in our guide How to change your Timely plan.

 

 

How to upload a document to a client's record

1 Head to the customers tab in Timely.

 

2 Search for the client and click on their name in the list to open their record.

 

3 Go to the documents tab in the client's record.

 

4 Click the add document button.

 

5 A window will pop up that allows you to select the document you want to upload (note: documents can have a file size of up to 30mb).

 

6 Find the document and click the open button. The types of document files that can be uploaded include most common document and spreadsheet formats: PDF, DOC, DOCM, DOCX, TXT, RTX, RTF, ODS, XLS, XLSM, XLAM, XLSB, XLSX. The preferred option where documents no longer require editing is PDF.

 

7 You'll then be prompted to add a title for the document. There's no limit here, so be as descriptive as you like!

 

8 Click save to complete the process. The document will then be shown in the documents section.

 

 

How to delete a document

1 Click the Delete icon next to the relevant document.

 

2 Confirm that you would like the document to be deleted.

 

 

How to download a document

1 Click the download button next to the relevant image.

 

2 The document will be downloaded to your computer as a PDF.

 

Timely tip: It's not always clear where a file will be downloaded to, as this depends on your computer setup. The most common places are; the Downloads folder, the Desktop, your Documents folder or the last place you saved a file.

 

3 You can then open the PDF to view it on your computer. PDFs can be opened in Adobe Acrobat, Word, Preview (on Mac), in any image editing software (like Photoshop etc) and through your browser.

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