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. You can add up to 10 files, 10 MB maximum each.


The list is locked as soon as the report email is sent — or as soon as you choose Don't send this time. It then becomes read-only (with a These attachments were included in the report email sent to the client note): you can still download the files, but no longer add or remove any. So drop your attachments before sending or skipping the email.


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.


Related articles

  • The report email draft
  • The lifecycle of a session

Updated on: 08/09/2026

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