Documents can be viewed from the web portal or from the Access Care Planning app. Documents can only be added via the web portal. To do this, follow this handy guide.
First, ensure the relevant users have access to the documents feature via roles. These steps need to be completed for both the web portal and the Access Care Planning app. To do this, follow these steps.
Click the three-line menu, then click Services.
Select the relevant service.
Click Roles, then use the pen icon to edit the relevant role.
Select the View checkbox for Documents.
Click Update, then select All cases.
Click Submit.
Web portal
To view documents via the web portal, follow these simple steps.
Click the three-line menu.
Select the relevant service from Services.
Select the relevant record.
From the left-hand panel, select Documents.
Access Care Planning app
To view documents from the web portal, follow these steps.
🤓Tip: You can tap the information icon 
to view when and who this was uploaded by.
Case file
If you are a tenant administrator or have access to view the cases tab, you can follow these steps.
Tap the Cases tab, then tap the 3 dots.
Tap Follow Cases, then search for the relevant case file.
Open the case file.
Tap Documents.
Visit
If you do not have access to the cases tab, you can also view them from within visits that have been assigned to you. To do this, follow these steps.
Select the relevant visit.
Select the Service User's name.
Select the relevant associated case file.
Tap Documents.