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Client Management

How to upload care documents to a client

1 min read Updated August 2026

  1. From the left navigation menu, click on Clients.
  2. Search the client’s profile and click on the Edit option from the right hand side..
  3. Navigate to the Documents tab (Note: click on the “Next” tab and go to the Document section).
  4. Write down the appropriate Document Type/Name and select Expiry date along with Verification status.
  5. Click on “Select File or “Dropbox to upload the required document. 
  6. Review the document details and click on Save to upload the document.

 

The care document is successfully uploaded and is available within the client’s Documents section for future reference.

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