You can now attach existing client documents directly from the email dialogue in Lupa!
No more downloading, re-uploading, or digging through folders - just quick, simple sharing straight from your inbox. ✨
🪄 What’s New
When you open the email dialogue (the window used to send an email from Lupa), you’ll now see an option to “Attach Existing Document.”
This lets you choose from files already saved on the client’s profile - like invoices, lab results, consent forms, or visit notes - and attach them instantly.
💌 How to Attach Documents
In the email dialogue, click Attach Existing Document.
Select from the client’s stored documents list (e.g. PDFs, forms, images).
The file will attach automatically - ready to send!
📸 [Add GIF: opening email dialogue → clicking “Attach Existing Document” → selecting a file]
💡 Why You’ll Love It
🕒 Faster communication — no need to re-upload files.
🧠 Fewer errors — you know you’re sending the right client’s documents.
✨ Smoother workflow — everything happens right inside Lupa.
That’s it - sending client documents has never been easier! 💌
If you’d like a quick demo or need help setting this up, reach out to our Support Team via the Lupa Help Centre - we’re here to help anytime. 💬