CareApp makes it easy to keep important documents organised and accessible. This guide will show you how to add a document to a single customer profile, so it appears in the profile’s Files tab.
Add a Document to a Customer Profile
Use a Document Post to upload a file directly to a customer’s profile.
Only the selected profile and relevant staff can see the document.
You may want to add customer-specific care plans, meeting notes, or event invitations to the Files tab.
Mobile
- Tap on the +New menu at the bottom of the home screen.
- Choose 'Document' from the menu.
- Tap 'Select a person'.
- Choose the customer you wish to upload a document for.
- Tap 'Select Document'.
- Choose the document from your files.
- If you would like this document to be visible to family tap the 'Visible to family' tick box.
- Tap 'post' at the top right-hand corner of the screen.
Delete
Web
- Click on the +New button in the left side menu.
- Choose 'Document' from the menu.
- Click on 'Select a person'.
- Choose the customer you wish to upload a document for.
- Click 'Select Document'.
- Choose the document from your files.
- If you would like this document to be visible to family tap the 'Visible to family' tick box.
- Click 'post' at the top right-hand corner of the screen.
Where to Find Documents Once Added?
After a document or link is added, it will appear in the Files tab of the customer’s profile. From there, you can view, manage, or share documents as needed.
👋Want to Send a Document to Your Whole Community at Once?
If you want everyone in your community to see a document, use a Notice instead.
Notices let you post updates or important documents to all families at once.
Tip: Use a Document Post for a specific family, and a Notice to reach your whole community.