How to Assign Documents to a Session

The Video shows you how to assign documents during the appointment creation process. But below is how to assign documents to a session after it has been created. You will need to open the session by locating and clicking on it in your My Appointments dashboard view to see the session overview.

In the session overview panel, click on Documents to see the documents assigned to the session, assign additional documents, or interact with Host Documents.

To add a document to a participant, click the Assign Document button next to that participant’s name.

Then select the documents that you want to assign to that participant and click save.

To assign a Host Document, click on the Host Documents tab then Add Host Document.

Then select the documents you want to assign and click Save when you are done.

To fill out a Host Document, click the Complete Document button next to the document.