Documents
To store and download documents related to the client
You can view all of the documents that was added by yourself and other case worker under the 'Documents' tab.
Search & Filter
Quickly find documents by:
Searching by Name.
Filtering by Service, Updated by or Last Updated.
Upload Documents
To upload a document, click Choose files to select a file from your device, or simply drag and drop it into the attachment box.
Other Actions
Once uploaded, you can:
Download - Save the file to your computer.
Rename - Change the file name to make it easier for others to understand its content.
Delete - Remove the file permanently. This action cannot be undone.
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