Client files
Add recordings, questionnaires, documents, and previous notes.
The Files tab stores materials that add to a client’s context: previous notes, questionnaires, documents, images, and audio.
Where to find it
Open a client and go to the Files tab. The upload button is Upload.
How to do it
- Select Upload or drag a file into the upload area.
- For an audio file, choose:
- Create session — Sessio asks for the meeting date and creates a session;
- Keep as file — the recording stays in the client’s materials without a session note.
- Documents and images are kept as files by default and become client context.
What you’ll see
Supported formats are shown as badges: MP3, PDF, DOCX, TXT, JPG, CSV. The full list is pdf, txt, docx, doc, csv, mp3, m4a, wav, jpg, png. After processing, Sessio can use the file’s contents in the client portrait.
If it didn’t work
If a format is not supported, use one of the formats listed above. When uploading audio, if you didn’t see the choice, open the file again and select Create session or Keep as file.