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How to upload care documents to a client

You can upload and store important care documents directly in a client’s profile. Here’s how

Go to the Clients section

• From the side navigation menu, open Users and select Clients

Open the client profile

• Find the client whose documents you want to upload and click on the Edit icon

Go to the Personal Information tab

Within the client profile, you will have four tab section.

• Basic Details
• Support Needs
• Document
• Fund Details

Click on next tab and go the Document section.

Add the document

• Click on Add File

Enter the document details, then upload it from your computer or choose a file from Dropbox

Submit to finish

Once you click Submit, the document will be uploaded and saved to the client’s profile