You can add files, such as a contract, to an appointment.
To upload a file to an appointment:
- Open the appointment from the Appointments list and click Upload file:
- Select the file. You can select several files at once.
- Select Save. The files are uploaded when the appointment is saved.
You can also drag and drop a file anywhere on the appointment window, or use Click to select a file on the Files tab.
You can upload multiple files to one appointment, up to 25 MB per file. You can view the list of attached files on the Files tab of the appointment. Select a file to view it or download it, depending on the file type.