⚠️ Please double-check the document and client before uploading anything, as documents form part of the client's care record and cannot be permanently deleted once uploaded.
From the Care Office home screen, select Clients from the top menu, then select the relevant client and open their Documents section.
From here, you'll see a list of documents uploaded to the client's profile.
To archive a document, find the document you want to archive from the active list, click the 3 dots next to the document and select Archive on the right-hand side.
A box will then appear asking you to provide a reason for archiving the document. You'll need to enter a reason before the document can be archived.
Archiving removes the document from the active list while retaining it as part of the client's record.
Please make sure you're archiving the correct document before confirming, as this cannot be undone.