Upload documents to a client or staff profile, and why a copied document link stops working after an hour.
For managers and carers
Upload a document to a client
- Open the client's profile and go to the Documents tab.
- Press Upload Document and choose the file.
- Give it a Document Name and choose a Category, such as Care Plan, Legal or Medical.
- Add Notes if useful and press Upload.
Upload a document to a staff member
- Go to Staff, then User Management, and open the person's profile.
- Open the Documents tab and upload the file in the same way. Staff categories include Contract and DBS / Checks.
Open a document
- Find the document in the list.
- Press Open to view it, or Download to save it.
Good to know
- To keep records private, the link to a document only works for one hour. If you copy a link, bookmark it or paste it into an email, it stops working after an hour and shows "Not found".
- This does not affect you inside Care App. Each time you press Open or Download, you get a fresh link.
- To share a document with someone outside Care App, download it and send it in a secure way that follows your data protection policy.
- Files can be PDF, Word, Excel, images, text or CSV, up to 25 MB each.
- Managers and team leaders can upload and delete client documents. Everyone can open them.
- If you see "Storage limit reached", a manager can add more storage from Billing.
Still stuck? Email hello@care-app.uk and tell us which screen you were on. We aim to reply within a few hours.