Articles on: Sessions

Adding attachments

Attach documents to a session — a handout, an exercise, a working document — to keep them tied to the right appointment. Every file you add is included in the report email sent to the client.


Understanding attachments


The Attachments block is found in the session's Report email tab, just below the email preview. The files you drop there will be attached to the report email when you send it; once the email is sent, they stay listed as having been included. You can add up to 10 files, 10 MB maximum each.


Adding a document


  1. On the session page, open the Report email tab and find the Attachments section.
  2. Click Add a file and select your document.
  3. The file appears in the list; you can Download it or Delete it.


Accepted types: PDF, images, Word, Excel and text files. Another format, a file larger than 10 MB or an 11th document will be rejected.


💡 Tip: add the attachments before sending the report email so they reach the client in the same send.


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Updated on: 18/07/2026

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