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