Attachments
For contacts, attachments can only be added to service records, as these are the only records that can be saved to just a contact.
To add an attachment to a service record for a Contact, the record must be edited. There are 2 ways to do this:
- Right away when saving a record, the green confirmation box includes the link in bold “Add attachment”.
- Find the record on the Contact’s profile page > Records tab, click the record name, click the edit icon at the bottom when viewing the record.
From within the edit record form follow these steps to add the attachment:
- At the bottom of the form is the field “Image Attachment”. Click “choose file”.
- Navigate through your computer’s files to find the photo or document attach, double click the file.
- Click “Save” to process the upload.
- File size maximums do exist. If an attachment fails, it is generally too large a file to be uploaded. Try cropping a photo or splitting a form into 2 smaller files.
To edit an attached image: Find the record, click edit, use the “choose file” button to find a different file, double click it, click “Save” to change the file attached to that record.
To delete an attached image: There is no option to just delete the attachment within a record. Delete the whole record then add it back without the attachment.
Video Tutorial
Uploads for Contacts
Online
To add an upload to a Contact online:
- Select the contact from the list, click the edit icon.
- At the bottom of the form are two sections: Liability Release and Other uploads.
- Click “choose file” under Liability release to add that document.
- Click the “add” button to add one or multiple lines to Other Uploads for any other files needing to be added to the Contact.
- Give each a title, description, choose the file.
- Click “Save” to add all the uploads.
To delete an upload, click the red X next to the file, double confirm in the popup.
Video Tutorial
View video above.
Mobile
To add an upload to a Contact within the mobile app, there are 2 ways:
1.Using the big “+”, tap “Upload” from the bottom of the menu. This option will ONLY create an upload to a contact.
- Choose a contact from the drop menu.
- Choose liability release or other document.
- For other documents, give it a name and description if needed.
- Choose where to look for the file to be uploaded. Access permissions must be granted to the app to be able to find any files or take photos.
- Photo library to view the photo gallery on your phone.
- Camera to take a brand new photo.
- Documents to search the files on your phone.
- Tap “Save”.
- File size maximums do exist. If an attachment fails, it is generally too large a file to be uploaded. Try cropping a photo or splitting a form into 2 smaller files.
2.From a contact’s profile, tap the “Uploads” tab.
- Tap “add release” or “add document”.
- Choose where to look for the file to be uploaded. Access permissions must be granted to the app to be able to find any files or take photos.
- Photo library to view the photo gallery on your phone.
- Camera to take a brand new photo.
- Documents to search the files on your phone.
- Tap “Save”.
- File size maximums do exist. If an attachment fails, it is generally too large a file to be uploaded. Try cropping a photo or splitting a form into 2 smaller files.
To delete an upload, go to the Contact’s uploads page, swipe to the left, tap the trash can, double confirm in the popup.
Video Tutorial
Looking to add uploads and attachments to Horses? View our Attachments and Uploads for Horses support page.
We are here to help. Please contact us with questions or suggestions.
Email support@stablesecretary.com.
Call or text (617) 564-1241.
Visit Support Page.
Worried about getting all your information put in? Got a little behind on the day-to-day recording? Ask about our data entry services!
