The images and documents you add to your counseling forms as evidence can now be shared with the drivers if you choose to do so.
Adding Images and Documents
First, navigate to create a new counseling form or edit an existing one. Once the counseling form page is open, scroll to the bottom and add your documents or images. Drag and drop them or click in the space to find the file(s).
A toggle is located next to the uploaded image/document. Turn on the Show To Associate toggle to show the selected file to the Associate. When editing an existing counseling form, the toggle will appear below the image or document thumbnail.
Associates View
Images and documents are typically located on the second page of the Counseling. If the toggle is enabled, they will see the files; otherwise, they won't see anything else.
Next to the download button at the top right, Associates will see a paper clip icon. They can click the icon to download any files that were added to the Counselings. Only images will be displayed on the Counseling. Files will need to be downloaded to view them.
Clicking the drawer opens a sheet at the bottom of the page that shows the file names and allows the Associate to download them. Downloading will allow them to review the attached documents.
