How to Upload and Manage Documents on Family Member Care
Overview
The Documents page helps you securely upload, organize, and manage all important files related to your care recipients.
Each folder can be linked to a specific care recipient, making it easy to store and access documents such as medical records, care reports, or consent forms.
Step 1 — Access the Documents Page
From the left-hand side menu, click on Documents.
You’ll see the header “Documents” along with a message saying “No Folders” if no folders have been created yet.
Step 2 — Create a New Folder
To add a folder for storing documents:
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Click the Create New Folder + button (top-right or center of the page).
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A popup will appear titled “Create New Folder.”
Fill in the details as follows:
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Care Recipient: Select the care recipient the folder belongs to.
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Folder Name: Enter a meaningful name (e.g., Medical Reports 2025, Care Summary, Treatment Plan).
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Folder Description: Briefly describe the purpose or content of the folder
Click Create Folder to save it. (The new folder will now appear under your Documents list.)
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