May 14, 2021

Tip of the week: attachments library

This week we take a look at our attachments library, which is an easy way to incorporate handouts and other documents into your checkout package.

Tip of the week: attachments library

Welcome to the tip of the week. This week we feature our attachments library, which is an easy way to incorporate handouts and other documents into your checkout package.

What is the attachments library?

The attachments library is a place to store, well, attachments.  I'm sure you've created all kinds of fantastic client handouts and educational materials over the years.  Rather than storing those documents on your desktop and printing them out when needed (or printing a bunch of them of in advance and sticking them in a folder somewhere), you can now store them in the attachments library and provide clients with an electronic copy.  

Now that I uploaded the attachments, how do I share them?

Great question!  You can use actions (remember those?) to automatically create a copy of that attachment and include it in the documents folder for that visit.  That way, the attachment will be available at checkout without having to do anything else.  Of course, you can also add the attachment to the documents folder manually.

How are these different from letters?

Ah, very important question.  Think of attachments are having static content - images, layouts, and such that don't change from visit to visit.  Letters, on the other hand, can be personalized using variables, and they can also be edited on a case-by-case basis (here's a refresher on letters).  When you combine letters and attachments, you get a complete package for your clients.

In conclusion...

The attachments library is an easy way to provide clients with important information using content you already have.  Your clients (and your team) will thank you.

Photo by Dan-Cristian Pădureț on Unsplash.