Client files

Add recordings, questionnaires, transcripts, and previous notes.

The Files section stores materials that add to the client’s context, including previous notes, questionnaires, transcripts, documents, images, and audio.

Supported formats include MP3, M4A, WAV, PDF, DOCX, DOC, TXT, CSV, JPG, and PNG.

Add a file

1. Open the client profile and go to Files.
2. Drag a file into the upload area or select Upload.
3. For an audio recording, choose:
   • Create session — creates a new session on the selected date;
   • Keep as file — keeps the recording with the client’s materials without creating a session note.

After processing, Sessio can use the file’s contents in the client overview. File deletion becomes permanent after the available undo period ends.