This article explains how to add attachment to your coaching sessions. This can be done through Me dashboard or Main Menu.
How do I add attachments to my existing coaching session?
To add an attachment you need to locate the previous coaching session which can be found one of two ways, Via the Me Dashboard or the Main Menu.
Me Dashboard
- Navigate to 'Coaching & Forms' widget.
- Click the "History" button.
Main Menu
- Click on 'Coaching & Forms' from the Main menu on the left.
- A new page will open with a history of all the sessions completed.
Adding an attachment to a coaching session
- Locate the coaching session you want to attach documents to
- Click on "Edit"
- Scroll to the bottom of the coaching session and click on the grey boxed areas as shown below to upload or attach a document.
- Once the attachment has uploaded, it will prompt you to add a title/name and description for the attachment, as shown below
- Once added, the attachment will be located at the bottom of the coaching session and can be opened or downloaded at any time as per below.
- You can add as many attachments as you like. This is an optional feature and depending on how the organisation choose to use this features will depend on whether you see this in all forms or not.
- You can attach items such as Microsoft Word and Microsoft Powerpoint documents, Excel spreadsheets, photos, sound recordings (MP3, MPA, MP4, M4A).