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 an existing photo of a 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
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.