Attachments on consultation forms
Request file uploads on consultation forms. Attachments are saved with the form submission and on the client record.
What changed
- Add file upload questions to consultation forms
- Store attachments with the form submission
- Also save those files on the client record
Why it matters
Collect photos, documents or supporting files as part of the consultation — without a separate upload process.
How to use it
- Open Forms and edit a form in the builder.
- Add a File upload field where you need attachments.
- Save and send the form to a client.
- Review uploaded files on the consultation and client record.