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View Case Documents

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Written by Bianca Nicolae
Updated over 3 months ago

Overview

You can view documents associated with a case directly within the mobile app. This allows you to access important files and information while providing care. You need an internet connection to view documents.

View documents for a case

  1. Open the case you want to view documents for.

  2. Tap Documents.

  3. Browse the available documents and folders.

  4. Tap a document to open it.

The document opens within the app, allowing you to read and review the content.

Note: If you don't see the Documents option, you may not have permission to view documents for this case.

View document details

When you open a document, you can see:

  • Case name

  • File name

  • Document description

  • Who uploaded the document

  • The date of the upload

Document formats

You can view various document types, including:

  • PDF files

  • Image files

  • Word documents

  • Text documents

  • Json files

  • Mp3

  • Mp4

  • .pptx, .ppt

  • .xlsx, .xls

  • CSV

Offline access

Documents require an active internet connection. If you go offline:

  • You'll see a message that documents are only available while online

  • Tap Retry to check for documents once your connection is restored

  • Tap Cancel to return to the previous screen

Documents cannot be downloaded to your device or shared outside the app for security reasons.

Troubleshooting

If documents don't load:

  • Check your internet connection

  • Tap Retry to attempt loading again

  • Contact support if problems persist

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