The Documents section keeps every file tied to a client in one place, right on their profile — applications, medication lists, signed forms, ID cards, and anything else you need on hand. Upload it once and it lives with the client, so you're never digging through email or your desktop to find it again.
Where to find it
Open a client's profile and select the folder icon in the profile's side toolbar to jump to the Documents section.
Uploading documents
You've got two ways to add files:
Drag and drop one or more files straight onto the upload area, or
Click Choose files to browse your computer.
A couple of limits to keep in mind:
Accepted file types: PDF, PNG, JPG, Word, Excel, CSV, and TXT.
Max size: 10 MB per file.
Tip: This is a handy spot to keep a copy of a client's completed SOA PDF, scanned applications, or a medication list — anything you'll want to reference later.
Managing your documents
Once files are uploaded, each one shows its name, upload date, file size, and who uploaded it.
To download a single file, click the download icon on its row. For anything else, open the ⋯ menu on the file:
Rename — give the file a clearer name.
Delete — remove the file from the profile.
Renaming a file
Choose Rename from the ⋯ menu, type the new name, and click Save. You can change the name, but the file type stays the same — so a PDF stays a .pdf.
Deleting a file
Choose Delete from the ⋯ menu to remove the file.
Note: Deleting a document can't be undone, so make sure you've downloaded a copy first if you might need it later.
Working with multiple files at once
Need to grab or clear out several files together? Use the checkboxes:
Check individual files, or click Select all to grab everything.
Click Download selected to download them in one go.
Click Delete selected to remove them all at once.