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How do I upload my Policies and Procedures?
How do I upload my Policies and Procedures?

As part of the Pro Plan, upload your Policies and Procedures into the System

Alex Barbeta avatar
Written by Alex Barbeta
Updated over a year ago

Once uploaded, they will be stored here safely for you and your care team will be able to read them whenever they need from the Carer App.

First, go to the Team section (in the top menu) then click on Documents.

If you have admin access, you will be able to upload your policies and procedures in the care office. You can do this by following the below steps:

Step 1- Go to the team section in the care office and click on the document tab

Step 2- Click on the 'Add a Document' button, you will be prompted to add a title, category and optional subcategory (general, policy or procedure).

Step 3- After you have added all in information in Step 2, this will populate the chosen category heading and your documents will populate there.

Carers can view the document in the Carer App by going to their profile and clicking on the documents tab.

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