CareLineLive provides an easy way for you to upload documents against your carer records, allowing you to maintain a single point of reference for important information.

Uploading documents

Open the Documents tab in a carer's profile to see a list of existing documents. Click the :file_upload: Upload button to start a new upload.

First select the file you want to upload from your computer, the Name box will be automatically filled with the file name, however you can change this to something more readable if you wish.

Select the Document Type from the dropdown list and click Upload to save the file.

Carer Requirements

Documents can be set up as requirements for carers, read more here: Carer Requirements

Caveats

  • Files must be under 25mb
  • The following file types are accepted:
    • Plain text fields
    • Images
    • Microsoft Office documents
    • PDFs
    • Emails (.eml files)