Keeping documents

Documents keeps care plans, letters, legal paperwork and forms in one place, organised by category.

1. Open Documents and choose Add document.
2. Choose the file, give it a clear name and pick a category.
3. Save. Circle members whose role permits that document category can find and open it.
4. Open a document to view it, or remove it if it's no longer needed.

Still stuck? Contact support and we'll help you sort it out.