How to Attach a Document to a Service Note

  1. While in the service note, click on the Other Actions icon.
  2. Select Associate Documents.
  1. Click Add in the Associated Documents Popup.
  1. Things brings up an second popup window that shows the client’s documents. You can use the filters to more easily find the document you’re looking for. Click on the Add link next to the signed paper copy of this document you just scanned/uploaded.
  1. This will add the scanned document to the List of Associated Documents section and grey out the option to add it. If you made a mistake, you can click on the Delete (X) icon next to the document you want to remove. Once you have the document attached, click OK.
  1. These documents are now associated with this note. You can see what documents are associated with this note in the Documents (Client) screen. Any associated documents will show in the Associated Documents column.