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The Documents tab on the client profile stores files attached to the client record. Documents are organised by category and have visibility controls for the vAboutMe and Vworker mobile apps.

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Uploading a document

Open the client profile and navigate to the Documents tab. Click Upload File and locate the file, or drag and drop the file into the indicated area. Upload file area on documents tab Select a Category and click Upload. Document category selection and upload

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Managing documents

Once uploaded, the document appears in the client documents list with these options:

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Making a document visible to all clients in vAboutMe

To share a document with all clients through the vAboutMe app, upload it through Maintenance rather than through an individual client profile.
1

Go to Maintenance → Documents

Navigate to Maintenance → Documents and upload the file.
2

Open the document's settings

Click Manage on the uploaded file.
3

Set visibility

Under Visibility to Client, change the setting to Visible.
4

Save

Click Save. The document now appears in the vAboutMe app for all clients.
Documents uploaded through a client profile are only visible to that individual client. Use Maintenance → Documents when you want a document available to all clients organisation-wide.

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Running into issues?

See Client management troubleshooting for common errors and fixes.

Notes and tasks

Manage notes and follow-up tasks on client profiles

Creating a client profile

Set up the client profile that holds documents