> ## Documentation Index
> Fetch the complete documentation index at: https://help.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Document storage

> Upload, categorise, and manage documents on client profiles in Visualcare

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.

## 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.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/document-storage/image-1761890140669-0.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=6417f250ff5ffe16f6d0170745607f26" alt="Upload file area on documents tab" width="1869" height="279" data-path="images/client-management/document-storage/image-1761890140669-0.png" />

Select a **Category** and click **Upload**.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/document-storage/image-1761890140670-1.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=87044ca730b417d5f1dbf679065d91d9" alt="Document category selection and upload" width="400" height="620" data-path="images/client-management/document-storage/image-1761890140670-1.png" />

## Managing documents

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

| Action          | Description                                                                                                                                  |
| --------------- | -------------------------------------------------------------------------------------------------------------------------------------------- |
| **Manage**      | Add or change the document category. Document categories are configured in **Maintenance** → **Documents**                                   |
| **Visibility**  | Under **Manage**, control whether the document is visible to the client in vAboutMe or to workers in Vworker during a shift with this client |
| **Lock/Unlock** | Under **Manage**, lock a document to prevent changes or accidental deletion                                                                  |
| **Download**    | Download a copy of the file to your downloads folder                                                                                         |
| **Delete**      | Remove the file (only available if you have the permissions and the file is not locked)                                                      |

## 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.

<Steps>
  <Step title="Go to Maintenance → Documents">
    Navigate to **Maintenance** → **Documents** and upload the file.
  </Step>

  <Step title="Open the document's settings">
    Click **Manage** on the uploaded file.
  </Step>

  <Step title="Set visibility">
    Under **Visibility to Client**, change the setting to **Visible**.
  </Step>

  <Step title="Save">
    Click **Save**. The document now appears in the vAboutMe app for all clients.
  </Step>
</Steps>

<Note>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.</Note>

## Running into issues?

See [Client management troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Notes and tasks" icon="pen-to-square" href="/client-management/notes-and-tasks">
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