Document storage

Upload, categorise, and manage documents on client profiles in Visualcare

The Documents tab on the client profile stores files attached to the client record. Documents are organised by category and have visibility controls for the vAboutMe and Vworker mobile apps.

Uploading a document

Open the client profile and navigate to the Documents tab.

Click Upload File and locate the file, or drag and drop the file into the indicated area.

Select a Category and click Upload.

Managing documents

Once uploaded, the document appears in the client documents list with these options:

Action	Description
Manage	Add or change the document category. Document categories are configured in Maintenance → Documents
Visibility	Under Manage, control whether the document is visible to the client in vAboutMe or to workers in Vworker during a shift with this client
Lock/Unlock	Under Manage, lock a document to prevent changes or accidental deletion
Download	Download a copy of the file to your downloads folder
Delete	Remove the file (only available if you have the permissions and the file is not locked)

Making a document visible to all clients in vAboutMe

To share a document with all clients through the vAboutMe app, upload it through Maintenance rather than through an individual client profile.

1. Go to Maintenance → Documents

   Navigate to Maintenance → Documents and upload the file.

2. Open the document's settings

   Click Manage on the uploaded file.

3. Set visibility

   Under Visibility to Client, change the setting to Visible.

4. Save

   Click Save. The document now appears in the vAboutMe app for all clients.

Documents uploaded through a client profile are only visible to that individual client. Use Maintenance → Documents when you want a document available to all clients organisation-wide.

Running into issues?

See Client management troubleshooting for common errors and fixes.

Related articles

Notes and tasks

Manage notes and follow-up tasks on client profiles

Creating a client profile

Set up the client profile that holds documents