Organisation document storage

Store, manage, and control access to documents at the organisation level in Visualcare

The organisation document storage area in VCore lets you upload and manage documents centrally, outside of individual client or worker profiles. Documents stored here can be made visible to workers and clients through their respective apps.

Navigate to Maintenance → Documents to access organisation-level document storage.

Uploading documents

You can upload files or add URL links to the documents page.

1. Click Add a File or Add a URL at the top of the page
2. Select or upload the document
3. Click Manage to configure settings for the uploaded document

Visibility settings

When managing a document, set its visibility to control who can access it:

Setting	Description
Visible to worker	Makes the document accessible to workers on the Vworker mobile app
Visible to client	Makes the document accessible to clients on their app

Locking documents

Documents can be locked to prevent accidental deletion. When a document is locked, the delete button is disabled.

Document categories and permissions

Requiring a category on upload

If the setting User Must Select Document Category When Uploading is enabled (in Settings → General), you need to select a document category before uploading any file.

Managing access permissions

Users only have access to documents for which they are granted permission. Document permissions are managed under Maintenance → Categories → Document Categories, where you set access by user group and worker type.

Running into issues?

See General troubleshooting for common errors and fixes.

Related articles

Word templates

Upload Word templates with export tags

Editing drop-down lists

Manage document categories and other list values